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
$1.1B
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,750
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$6M
3
+$5.51M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.79M

Top Sells

1
+$3.18M
2
+$2.21M
3
+$1.08M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$760K
5
TWX
Time Warner Inc
TWX
+$603K

Sector Composition

1 Technology 10.34%
2 Financials 6.94%
3 Healthcare 5.22%
4 Industrials 4.08%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$29K ﹤0.01%
450
-39
1177
– –
0
1178
$28K ﹤0.01%
255
+35
1179
– –
0
1180
$28K ﹤0.01%
266
1181
$28K ﹤0.01%
1,212
-166
1182
$28K ﹤0.01%
956
+28
1183
$28K ﹤0.01%
191
+10
1184
$28K ﹤0.01%
641
-32
1185
$28K ﹤0.01%
1,638
-83
1186
$28K ﹤0.01%
854
+106
1187
$28K ﹤0.01%
488
1188
$28K ﹤0.01%
2,069
1189
– –
0
1190
$27K ﹤0.01%
493
-88
1191
$27K ﹤0.01%
1,273
-36
1192
$27K ﹤0.01%
959
+570
1193
$27K ﹤0.01%
289
-28
1194
$27K ﹤0.01%
761
+28
1195
$27K ﹤0.01%
1,303
-5,675
1196
$27K ﹤0.01%
705
+4
1197
$27K ﹤0.01%
817
-256
1198
$27K ﹤0.01%
+630
1199
$27K ﹤0.01%
781
+99
1200
$27K ﹤0.01%
1,251
+319
46 47
48
49 50