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
1276
$9K ﹤0.01%
+160
1277
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289
1278
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195
1279
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715
+137
1280
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182
+29
1281
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122
+25
1282
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179
-2
1283
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190
+117
1284
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200
+5
1285
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5,000
1286
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406
+53
1287
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166
1288
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1,000
1289
– –
0
1290
$8K ﹤0.01%
469
+354
1291
$8K ﹤0.01%
521
1292
$8K ﹤0.01%
109
1293
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186
-388
1294
$8K ﹤0.01%
300
1295
$8K ﹤0.01%
1,013
1296
$8K ﹤0.01%
200
1297
$8K ﹤0.01%
362
-3
1298
$8K ﹤0.01%
1,159
1299
$8K ﹤0.01%
438
-2
1300
$8K ﹤0.01%
586
-27
50 51
52
53 54