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
1451
$4K ﹤0.01%
90
1452
$4K ﹤0.01%
217
1453
$4K ﹤0.01%
601
+176
1454
$4K ﹤0.01%
283
+5
1455
– –
0
1456
$4K ﹤0.01%
68
1457
$4K ﹤0.01%
2
+1
1458
$4K ﹤0.01%
74
1459
$4K ﹤0.01%
133
1460
$3K ﹤0.01%
88
1461
$3K ﹤0.01%
60
1462
$3K ﹤0.01%
427
1463
$3K ﹤0.01%
116
1464
$3K ﹤0.01%
+666
1465
$3K ﹤0.01%
50
1466
$3K ﹤0.01%
35
1467
$3K ﹤0.01%
136
1468
$3K ﹤0.01%
83
1469
– –
0
1470
$3K ﹤0.01%
59
1471
$3K ﹤0.01%
162
+40
1472
$3K ﹤0.01%
132
-49
1473
$3K ﹤0.01%
300
1474
$3K ﹤0.01%
788
1475
$3K ﹤0.01%
162
+4
57 58
59
60 61