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
2401
$1K ﹤0.01%
+14
2402
$1K ﹤0.01%
17
+2
2403
$1K ﹤0.01%
34
-22
2404
$1K ﹤0.01%
53
2405
$1K ﹤0.01%
94
-701
2406
$1K ﹤0.01%
16
2407
$1K ﹤0.01%
485
2408
$1K ﹤0.01%
68
+15
2409
$1K ﹤0.01%
+118
2410
$1K ﹤0.01%
+10
2411
$1K ﹤0.01%
75
2412
– –
-120
2413
$0 ﹤0.01%
7
2414
$0 ﹤0.01%
27
-270
2415
– –
-500
2416
$0 ﹤0.01%
+9
2417
– –
-410
2418
– –
-83
2419
$0 ﹤0.01%
3
2420
$0 ﹤0.01%
17
-138
2421
– –
-288
2422
$0 ﹤0.01%
7
-15
2423
– –
-2,418
2424
– –
-100
2425
$0 ﹤0.01%
49
95 96
97
98 99