WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$33.3M
2
+$6M
3
+$5.51M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.79M

Top Sells

1
+$3.18M
2
+$2.21M
3
+$1.08M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$760K
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
251
$463K 0.04%
5,428
-283
252
$461K 0.04%
6,324
-367
253
$460K 0.04%
7,097
-31
254
$460K 0.04%
11,445
255
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8,184
-2,185
256
$456K 0.04%
5,455
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257
$453K 0.04%
3,215
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258
$452K 0.04%
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259
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10,148
-3,611
260
$449K 0.04%
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261
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6,350
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262
$444K 0.04%
8,458
+1,335
263
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4,997
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264
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6,347
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265
$439K 0.04%
10,080
+10,000
266
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12,050
267
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5,293
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268
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6,284
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269
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26,168
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270
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18,780
-1,005
271
$427K 0.04%
7,286
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272
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20,321
+1,871
273
$425K 0.04%
6,221
+188
274
$421K 0.04%
9,188
-3,904
275
$420K 0.04%
14,266
+2
9 10
11
12 13