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
$642M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.26M
3
+$2.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.51M

Top Sells

1
+$3.07M
2
+$807K
3
+$717K
4
EMC
EMC CORPORATION
EMC
+$560K
5
GAS
AGL Resources Inc
GAS
+$471K

Sector Composition

1 Financials 8.11%
2 Technology 7.11%
3 Healthcare 6.78%
4 Industrials 5.81%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$39K 0.01%
344
-73
852
$39K 0.01%
613
-312
853
$39K 0.01%
+252
854
$39K 0.01%
+2,082
855
$39K 0.01%
836
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856
$39K 0.01%
1,500
857
$38K 0.01%
1,136
+204
858
$38K 0.01%
929
+36
859
$38K 0.01%
650
+77
860
$38K 0.01%
362
+56
861
$38K 0.01%
1,069
+113
862
$38K 0.01%
1,200
863
$38K 0.01%
1,268
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864
$38K 0.01%
675
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865
$38K 0.01%
496
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866
$38K 0.01%
910
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867
$37K 0.01%
468
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868
$37K 0.01%
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$37K 0.01%
715
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870
$37K 0.01%
2,030
871
$37K 0.01%
332
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872
$36K 0.01%
691
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873
$36K 0.01%
1,472
+822
874
$36K 0.01%
2,045
875
$36K 0.01%
2,224
+322
33 34
35
36 37