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
1476
$12K ﹤0.01%
101
-9
1477
$12K ﹤0.01%
550
+34
1478
$12K ﹤0.01%
334
+64
1479
$12K ﹤0.01%
315
+27
1480
$12K ﹤0.01%
1,000
1481
$12K ﹤0.01%
42
+4
1482
$12K ﹤0.01%
269
+11
1483
$11K ﹤0.01%
300
1484
$11K ﹤0.01%
345
+308
1485
$11K ﹤0.01%
65
-7
1486
$11K ﹤0.01%
126
1487
$11K ﹤0.01%
79
+24
1488
$11K ﹤0.01%
275
+5
1489
– –
0
1490
$11K ﹤0.01%
312
1491
$11K ﹤0.01%
341
-10
1492
$11K ﹤0.01%
11
1493
$11K ﹤0.01%
+82
1494
$11K ﹤0.01%
245
+17
1495
$11K ﹤0.01%
2,500
1496
$11K ﹤0.01%
270
-530
1497
$11K ﹤0.01%
351
-14
1498
$11K ﹤0.01%
632
+5
1499
$11K ﹤0.01%
1,094
+509
1500
$11K ﹤0.01%
120
58 59
60
61 62