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
676
$108K 0.01%
2,302
+215
677
$108K 0.01%
3,268
+305
678
$108K 0.01%
1,399
679
$108K 0.01%
8,697
+42
680
$108K 0.01%
1,083
-21
681
$108K 0.01%
10,390
+302
682
$108K 0.01%
732
-76
683
$107K 0.01%
8,486
-65
684
$106K 0.01%
8,103
+234
685
$106K 0.01%
914
686
$106K 0.01%
1,260
-308
687
$105K 0.01%
2,697
-350
688
$105K 0.01%
2,083
-140
689
$104K 0.01%
1,591
+42
690
$104K 0.01%
2,263
-111
691
$104K 0.01%
1,639
-8
692
$104K 0.01%
3,301
693
$104K 0.01%
2,013
-11
694
$104K 0.01%
+5,033
695
$102K 0.01%
811
+21
696
$102K 0.01%
3,658
-600
697
$102K 0.01%
2,156
-25
698
$102K 0.01%
1,842
-106
699
$102K 0.01%
9,276
-3,000
700
$101K 0.01%
1,861
-359
26 27
28
29 30