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
826
$73K 0.01%
1,138
+36
827
$73K 0.01%
1,203
828
$73K 0.01%
1,066
+87
829
$73K 0.01%
701
830
– –
0
831
$72K 0.01%
551
+233
832
$72K 0.01%
1,155
+3
833
$72K 0.01%
473
-18
834
$72K 0.01%
1,630
-1,961
835
$71K 0.01%
474
-57
836
$71K 0.01%
+1,309
837
$71K 0.01%
648
-19
838
$70K 0.01%
1,426
+114
839
$70K 0.01%
1,558
+89
840
$70K 0.01%
1,713
+196
841
$70K 0.01%
1,426
842
$70K 0.01%
2,000
-260
843
$70K 0.01%
4,260
+1,004
844
$70K 0.01%
2,268
+205
845
$70K 0.01%
1,495
+28
846
$70K 0.01%
1,169
+33
847
$70K 0.01%
914
-41
848
$70K 0.01%
605
+4
849
$70K 0.01%
395
-4
850
$70K 0.01%
4,545
32 33
34
35 36