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
2301
$1K ﹤0.01%
25
-1,759
2302
$1K ﹤0.01%
38
2303
$1K ﹤0.01%
62
+1
2304
$1K ﹤0.01%
18
2305
$1K ﹤0.01%
31
-2,077
2306
$1K ﹤0.01%
71
2307
$1K ﹤0.01%
42
2308
$1K ﹤0.01%
18
-789
2309
$1K ﹤0.01%
51
2310
$1K ﹤0.01%
36
2311
$1K ﹤0.01%
20
2312
$1K ﹤0.01%
80
2313
$1K ﹤0.01%
9
-11
2314
$1K ﹤0.01%
174
+2
2315
$1K ﹤0.01%
+48
2316
$1K ﹤0.01%
28
+14
2317
$1K ﹤0.01%
8
+7
2318
$1K ﹤0.01%
11
2319
$1K ﹤0.01%
24
2320
$1K ﹤0.01%
5
2321
$1K ﹤0.01%
21
-13
2322
$1K ﹤0.01%
65
2323
$1K ﹤0.01%
51
2324
$1K ﹤0.01%
+5
2325
– –
0
91 92
93
94 95