WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,750
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$5.3M
3
+$3.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M

Top Sells

1
+$3.17M
2
+$2.12M
3
+$1.08M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$765K
5
TWX
Time Warner Inc
TWX
+$603K

Sector Composition

1 Technology 10.34%
2 Financials 6.94%
3 Healthcare 5.22%
4 Industrials 4.08%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$2K ﹤0.01%
146
2202
$2K ﹤0.01%
54
+3
2203
$2K ﹤0.01%
75
2204
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183
+98
2205
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37
+10
2206
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34
2207
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115
2208
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3
2209
$2K ﹤0.01%
510
2210
$2K ﹤0.01%
+153
2211
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31
2212
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109
-21
2213
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56
2214
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84
2215
$2K ﹤0.01%
37
+5
2216
$2K ﹤0.01%
54
+18
2217
$2K ﹤0.01%
143
+95
2218
$2K ﹤0.01%
50
2219
$2K ﹤0.01%
96
+4
2220
$2K ﹤0.01%
18
2221
$2K ﹤0.01%
6
2222
$2K ﹤0.01%
76
2223
$2K ﹤0.01%
7
2224
$2K ﹤0.01%
86
+51
2225
$2K ﹤0.01%
117
+46
87 88
89
90 91