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
351
$311K 0.03%
6,163
-625
352
$311K 0.03%
6,122
-94
353
$311K 0.03%
5,366
-508
354
$310K 0.03%
7,628
-424
355
$310K 0.03%
6,230
+149
356
$308K 0.03%
2,883
-3
357
$308K 0.03%
4,444
-394
358
$306K 0.03%
20,040
+33
359
$305K 0.03%
1,613
+19
360
$305K 0.03%
2,238
-24
361
$304K 0.03%
7,058
+328
362
$303K 0.03%
5,720
363
$301K 0.03%
3,219
-162
364
$301K 0.03%
5,785
-729
365
$298K 0.03%
1,766
+96
366
$294K 0.03%
5,232
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368
$293K 0.03%
4,083
369
$292K 0.03%
997
+128
370
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8,169
-1,088
371
$290K 0.03%
4,694
+51
372
$290K 0.03%
7,045
373
$289K 0.03%
2,370
+49
374
$288K 0.03%
10,469
-51
375
$288K 0.03%
5,483
-357
13 14
15
16 17