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
1076
$19K ﹤0.01%
894
+26
1077
$19K ﹤0.01%
263
+3
1078
$19K ﹤0.01%
479
+102
1079
$19K ﹤0.01%
1,188
+249
1080
$19K ﹤0.01%
536
-2
1081
$18K ﹤0.01%
349
-38
1082
$18K ﹤0.01%
2,233
-540
1083
$18K ﹤0.01%
105
-10
1084
$18K ﹤0.01%
683
+36
1085
$18K ﹤0.01%
79
+8
1086
$18K ﹤0.01%
1,825
+650
1087
$18K ﹤0.01%
647
1088
$18K ﹤0.01%
163
1089
$18K ﹤0.01%
268
1090
$18K ﹤0.01%
500
1091
$18K ﹤0.01%
95
+15
1092
$18K ﹤0.01%
874
+21
1093
$18K ﹤0.01%
+756
1094
$18K ﹤0.01%
+11
1095
$18K ﹤0.01%
1,294
+17
1096
$18K ﹤0.01%
3,374
+19
1097
$18K ﹤0.01%
145
+7
1098
$18K ﹤0.01%
+552
1099
$18K ﹤0.01%
730
1100
$18K ﹤0.01%
301
-3,240
42 43
44
45 46