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
1401
$16K ﹤0.01%
315
-59
1402
– –
0
1403
$16K ﹤0.01%
1,097
+29
1404
$16K ﹤0.01%
1,011
-536
1405
– –
0
1406
$16K ﹤0.01%
550
1407
$16K ﹤0.01%
273
+3
1408
$16K ﹤0.01%
400
1409
$16K ﹤0.01%
750
+76
1410
– –
0
1411
$16K ﹤0.01%
1,591
-214
1412
$16K ﹤0.01%
784
+500
1413
$15K ﹤0.01%
301
-29
1414
$15K ﹤0.01%
98
+2
1415
$15K ﹤0.01%
250
1416
$15K ﹤0.01%
706
1417
$15K ﹤0.01%
686
-1,596
1418
$15K ﹤0.01%
560
-251
1419
$15K ﹤0.01%
51
+1
1420
$15K ﹤0.01%
300
-17
1421
$15K ﹤0.01%
88
+51
1422
$15K ﹤0.01%
1,300
-68
1423
$15K ﹤0.01%
1,092
+15
1424
$15K ﹤0.01%
1,000
1425
$15K ﹤0.01%
183
+7
55 56
57
58 59