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
776
$83K 0.01%
485
-66
777
$83K 0.01%
3,705
+20
778
$83K 0.01%
1,202
-129
779
$83K 0.01%
1,883
-65
780
$83K 0.01%
1,027
+171
781
$82K 0.01%
1,360
+13
782
$82K 0.01%
2,138
+46
783
$82K 0.01%
1,460
-22
784
$82K 0.01%
3,975
+22
785
$81K 0.01%
2,265
+350
786
– –
0
787
$81K 0.01%
586
-101
788
$81K 0.01%
2,800
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789
$81K 0.01%
2,415
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790
$81K 0.01%
1,833
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791
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1,994
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793
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794
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795
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796
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4,855
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1,113
-878
798
$80K 0.01%
4,976
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799
$80K 0.01%
1,172
-120
800
$79K 0.01%
2,190
-811
30 31
32
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