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
1326
$19K ﹤0.01%
2,492
1327
$19K ﹤0.01%
503
1328
$19K ﹤0.01%
536
-251
1329
$19K ﹤0.01%
500
1330
$19K ﹤0.01%
340
1331
$19K ﹤0.01%
1,545
+41
1332
$19K ﹤0.01%
1,220
+1,000
1333
$19K ﹤0.01%
194
-18
1334
$19K ﹤0.01%
267
+34
1335
$19K ﹤0.01%
385
+276
1336
$19K ﹤0.01%
477
1337
$19K ﹤0.01%
1,900
1338
$19K ﹤0.01%
296
+12
1339
$19K ﹤0.01%
5
1340
$19K ﹤0.01%
415
+5
1341
$19K ﹤0.01%
345
+85
1342
$18K ﹤0.01%
210
+19
1343
$18K ﹤0.01%
198
-9
1344
$18K ﹤0.01%
586
+64
1345
$18K ﹤0.01%
+717
1346
$18K ﹤0.01%
78
+12
1347
$18K ﹤0.01%
358
+20
1348
$18K ﹤0.01%
350
-21
1349
$18K ﹤0.01%
767
-170
1350
$18K ﹤0.01%
663
-558
52 53
54
55 56