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
1051
$20K ﹤0.01%
281
+68
1052
$20K ﹤0.01%
1,100
1053
$20K ﹤0.01%
321
-30
1054
$20K ﹤0.01%
692
+117
1055
– –
0
1056
$20K ﹤0.01%
532
-15
1057
– –
0
1058
$20K ﹤0.01%
+424
1059
$20K ﹤0.01%
644
1060
$20K ﹤0.01%
178
+15
1061
$20K ﹤0.01%
1,702
-500
1062
$20K ﹤0.01%
1,900
1063
$19K ﹤0.01%
2,275
1064
$19K ﹤0.01%
208
-4
1065
$19K ﹤0.01%
395
1066
$19K ﹤0.01%
1,188
+197
1067
$19K ﹤0.01%
479
+12
1068
$19K ﹤0.01%
241
+207
1069
$19K ﹤0.01%
284
+41
1070
$19K ﹤0.01%
361
+15
1071
$19K ﹤0.01%
667
+196
1072
$19K ﹤0.01%
106
+32
1073
$19K ﹤0.01%
480
1074
$19K ﹤0.01%
153
+36
1075
$19K ﹤0.01%
1,675
41 42
43
44 45