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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 5.82%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$4K ﹤0.01%
536
-6,624
1427
$4K ﹤0.01%
53
-26
1428
$4K ﹤0.01%
268
+18
1429
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250
+47
1430
$4K ﹤0.01%
48
-20
1431
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9
1432
– –
0
1433
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84
1434
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126
1435
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381
1436
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0
1437
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$4K ﹤0.01%
700
1439
$4K ﹤0.01%
109
1440
$4K ﹤0.01%
533
-472
1441
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1
1442
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155
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1443
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1444
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200
1445
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+94
1446
$4K ﹤0.01%
584
1447
– –
0
1448
$4K ﹤0.01%
30
1449
$4K ﹤0.01%
90
1450
$4K ﹤0.01%
217
56 57
58
59 60