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
$642M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.26M
3
+$2.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.51M

Top Sells

1
+$3.07M
2
+$807K
3
+$717K
4
EMC
EMC CORPORATION
EMC
+$560K
5
GAS
AGL Resources Inc
GAS
+$471K

Sector Composition

1 Financials 8.11%
2 Technology 7.11%
3 Healthcare 6.78%
4 Industrials 5.81%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$270K 0.04%
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302
$270K 0.04%
5,129
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303
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1,481
-38
304
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17,054
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305
$265K 0.04%
4,465
-92
306
$262K 0.04%
15,000
307
$260K 0.04%
8,255
-2,266
308
$258K 0.04%
8,539
-54
309
$258K 0.04%
8,134
-49
310
$257K 0.04%
2,282
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311
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3,631
-25
312
$256K 0.04%
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313
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314
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5,596
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315
$255K 0.04%
4,028
+1,414
316
– –
0
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1,907
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319
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9,414
-3,804
320
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4,083
321
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1,520
322
$247K 0.04%
5,724
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323
$246K 0.04%
10,387
+4,800
324
$244K 0.04%
3,712
+3,395
325
$243K 0.04%
3,394
+91
11 12
13
14 15