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
1451
$13K ﹤0.01%
396
1452
$13K ﹤0.01%
461
+6
1453
$13K ﹤0.01%
250
-450
1454
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170
-8
1455
$13K ﹤0.01%
134
-159
1456
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105
-5
1457
$13K ﹤0.01%
520
1458
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513
1459
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182
-56
1460
$13K ﹤0.01%
1,400
1461
$13K ﹤0.01%
502
-10
1462
$13K ﹤0.01%
+800
1463
$13K ﹤0.01%
+500
1464
$13K ﹤0.01%
+1,179
1465
$13K ﹤0.01%
642
+394
1466
$12K ﹤0.01%
117
+35
1467
$12K ﹤0.01%
141
1468
$12K ﹤0.01%
149
-6
1469
$12K ﹤0.01%
177
-5
1470
$12K ﹤0.01%
460
-116
1471
$12K ﹤0.01%
264
+123
1472
$12K ﹤0.01%
168
-13
1473
$12K ﹤0.01%
130
1474
$12K ﹤0.01%
1,063
-113
1475
$12K ﹤0.01%
28,300
57 58
59
60 61