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
1176
$13K ﹤0.01%
410
1177
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342
1178
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97
+18
1179
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71
-24
1181
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109
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1182
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381
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1183
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1184
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427
-51
1185
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236
+31
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+447
1187
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1189
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500
1190
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250
1191
– –
0
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1193
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815
1194
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+436
1195
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435
1196
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186
+1
1197
$12K ﹤0.01%
530
1198
$12K ﹤0.01%
328
+228
1199
$12K ﹤0.01%
1,324
+1,200
1200
$12K ﹤0.01%
409
+3
46 47
48
49 50