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
2226
$2K ﹤0.01%
180
-10
2227
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32
+9
2228
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15
2229
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118
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2230
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180
2231
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36
+13
2232
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26
2233
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63
+13
2234
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47
2235
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80
2236
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52
+23
2237
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24
2238
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52
2239
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136
-131
2240
$2K ﹤0.01%
46
-30
2241
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138
-2,269
2242
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60
+7
2243
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47
2244
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75
2245
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62
-472
2246
$2K ﹤0.01%
139
+11
2247
$2K ﹤0.01%
39
2248
$2K ﹤0.01%
58
+30
2249
$2K ﹤0.01%
67
+38
2250
$2K ﹤0.01%
72
88 89
90
91 92