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
1501
$11K ﹤0.01%
339
1502
$11K ﹤0.01%
500
1503
$11K ﹤0.01%
79
+24
1504
$11K ﹤0.01%
275
+5
1505
– –
0
1506
$11K ﹤0.01%
312
1507
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341
-10
1508
$11K ﹤0.01%
11
1509
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+82
1510
$11K ﹤0.01%
245
+17
1511
$11K ﹤0.01%
2,500
1512
$11K ﹤0.01%
300
1513
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345
+308
1514
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270
-530
1515
$11K ﹤0.01%
351
-14
1516
$11K ﹤0.01%
632
+5
1517
$11K ﹤0.01%
1,094
+509
1518
$11K ﹤0.01%
120
1519
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148
+57
1520
$10K ﹤0.01%
200
1521
$10K ﹤0.01%
152
1522
$10K ﹤0.01%
171
1523
$10K ﹤0.01%
550
-20
1524
$10K ﹤0.01%
199
1525
$10K ﹤0.01%
157
59 60
61
62 63