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
201
$607K 0.06%
3,705
-219
202
$601K 0.05%
2,211
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203
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3,753
+96
204
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-294
205
$592K 0.05%
21,378
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206
$588K 0.05%
24,474
207
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2,858
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208
$582K 0.05%
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209
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211
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14,103
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212
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18,989
+1,294
213
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214
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3,293
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215
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15,361
-295
216
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217
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22,020
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218
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219
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220
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5,667
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221
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2,607
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222
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10,598
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223
$529K 0.05%
1,918
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224
$526K 0.05%
21,762
+1,652
225
$525K 0.05%
7,112
-1,041
7 8
9
10 11