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
551
$152K 0.01%
442
-27
552
$151K 0.01%
+14,500
553
$151K 0.01%
1,970
+411
554
$150K 0.01%
862
+9
555
$149K 0.01%
2,196
+1,240
556
$149K 0.01%
2,297
-430
557
$148K 0.01%
3,128
+2,276
558
$147K 0.01%
4,120
559
$147K 0.01%
1,722
+24
560
$147K 0.01%
3,463
-474
561
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1,319
-103
562
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359
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563
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3,990
+290
564
$146K 0.01%
10,360
-268
565
$146K 0.01%
2,820
-450
566
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567
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1,794
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568
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-40
569
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4,814
570
$143K 0.01%
13,900
-1,295
571
$142K 0.01%
1,971
-427
572
$141K 0.01%
4,046
-6
573
$141K 0.01%
2,472
-20
574
$140K 0.01%
1,020
575
$140K 0.01%
4,138
-437
21 22
23
24 25