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
976
$27K ﹤0.01%
400
977
$27K ﹤0.01%
1,021
+221
978
$27K ﹤0.01%
190
+100
979
$27K ﹤0.01%
845
+82
980
$26K ﹤0.01%
958
+137
981
$26K ﹤0.01%
1,929
+21
982
$26K ﹤0.01%
2,240
+2,043
983
$26K ﹤0.01%
846
+36
984
– –
0
985
$26K ﹤0.01%
1,818
+1,800
986
$26K ﹤0.01%
557
+143
987
$26K ﹤0.01%
450
+67
988
$26K ﹤0.01%
1,841
989
$26K ﹤0.01%
240
+47
990
$26K ﹤0.01%
660
+66
991
$26K ﹤0.01%
2,744
992
$26K ﹤0.01%
792
+294
993
$25K ﹤0.01%
707
-54
994
$25K ﹤0.01%
295
-105
995
$25K ﹤0.01%
1,000
996
$25K ﹤0.01%
1,315
+10
997
$25K ﹤0.01%
417
+96
998
$25K ﹤0.01%
1,000
999
$25K ﹤0.01%
650
-495
1000
$25K ﹤0.01%
660
38 39
40
41 42