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
1351
$18K ﹤0.01%
3,862
+3,750
1352
$18K ﹤0.01%
306
-29
1353
$18K ﹤0.01%
1,400
1354
$18K ﹤0.01%
617
+27
1355
$18K ﹤0.01%
480
+24
1356
$18K ﹤0.01%
1,150
1357
$18K ﹤0.01%
714
-64
1358
– –
0
1359
$18K ﹤0.01%
345
1360
$18K ﹤0.01%
530
+131
1361
$18K ﹤0.01%
177
1362
$18K ﹤0.01%
2,334
-10,536
1363
$18K ﹤0.01%
411
+22
1364
$18K ﹤0.01%
987
1365
$17K ﹤0.01%
11
1366
$17K ﹤0.01%
192
-8
1367
$17K ﹤0.01%
241
1368
$17K ﹤0.01%
1,092
1369
$17K ﹤0.01%
1,013
1370
$17K ﹤0.01%
332
+25
1371
$17K ﹤0.01%
486
-23
1372
$17K ﹤0.01%
157
1373
$17K ﹤0.01%
169
+2
1374
$17K ﹤0.01%
731
+69
1375
$17K ﹤0.01%
1,005
-21
53 54
55
56 57