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
1376
$5K ﹤0.01%
153
1377
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122
1378
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400
1379
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269
+6
1380
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784
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1381
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+117
1382
$5K ﹤0.01%
48
1383
$5K ﹤0.01%
1,053
+134
1384
$5K ﹤0.01%
110
-11
1385
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227
-1
1386
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141
1387
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33
-345
1388
$5K ﹤0.01%
116
1389
$5K ﹤0.01%
1,687
-2,279
1390
$5K ﹤0.01%
61
+27
1391
$5K ﹤0.01%
89
1392
$5K ﹤0.01%
953
+320
1393
$5K ﹤0.01%
997
+22
1394
$5K ﹤0.01%
164
+126
1395
$5K ﹤0.01%
917
+655
1396
$5K ﹤0.01%
240
1397
$5K ﹤0.01%
72
+18
1398
$5K ﹤0.01%
125
1399
$5K ﹤0.01%
300
1400
$5K ﹤0.01%
86
54 55
56
57 58