We are live on
!
Find out more
WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Est. Return
10.91%
This Fund
S&P 500
1 Year Est. Return
+10.91%
AUM
$642M
AUM Growth
+$41.5M
(+6.9%)
Holding
1,919
Top Buys
| 1 | +$5.28M | |
| 2 | +$3.26M | |
| 3 | +$2.54M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.44M |
| 5 |
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 | 5.82% |
| 5 | Communication Services | 3.95% |