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
2276
$1K ﹤0.01%
14
+1
2277
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19
2278
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27
+6
2279
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85
2280
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27
-107
2281
$1K ﹤0.01%
34
2282
$1K ﹤0.01%
21
-1,915
2283
$1K ﹤0.01%
71
2284
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137
+98
2285
$1K ﹤0.01%
60
2286
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43
-21
2287
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19
-8
2288
$1K ﹤0.01%
81
2289
$1K ﹤0.01%
+201
2290
– –
0
2291
$1K ﹤0.01%
31
-127
2292
$1K ﹤0.01%
42
2293
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81
2294
$1K ﹤0.01%
138
+86
2295
$1K ﹤0.01%
215
+16
2296
$1K ﹤0.01%
131
+27
2297
$1K ﹤0.01%
3
2298
$1K ﹤0.01%
30
2299
$1K ﹤0.01%
33
-1
2300
$1K ﹤0.01%
+28
90 91
92
93 94