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
1251
$10K ﹤0.01%
500
1252
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0
1253
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210
+76
1254
$10K ﹤0.01%
828
1255
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1,049
1256
$10K ﹤0.01%
700
1257
$10K ﹤0.01%
+585
1258
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336
1259
– –
0
1260
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377
1261
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303
1262
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307
1263
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401
+204
1264
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578
1265
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298
+33
1266
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354
-180
1267
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430
1268
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157
1269
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188
-12
1270
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395
-60
1271
$9K ﹤0.01%
831
+134
1272
$9K ﹤0.01%
737
-992
1273
$9K ﹤0.01%
1,000
1274
$9K ﹤0.01%
105
-35
1275
$9K ﹤0.01%
279
+130
49 50
51
52 53