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%
148
+57
1502
$11K ﹤0.01%
297
-8
1503
$11K ﹤0.01%
+142
1504
$11K ﹤0.01%
186
1505
$11K ﹤0.01%
245
-19
1506
$11K ﹤0.01%
263
+166
1507
$11K ﹤0.01%
126
-9
1508
$11K ﹤0.01%
133
+14
1509
$11K ﹤0.01%
35
+1
1510
$11K ﹤0.01%
300
1511
$11K ﹤0.01%
186
1512
$11K ﹤0.01%
480
+84
1513
$11K ﹤0.01%
339
1514
$11K ﹤0.01%
500
1515
$11K ﹤0.01%
107
-15
1516
$11K ﹤0.01%
1,459
1517
$11K ﹤0.01%
459
1518
$11K ﹤0.01%
1,090
-280
1519
$11K ﹤0.01%
655
+88
1520
$10K ﹤0.01%
171
1521
$10K ﹤0.01%
550
-20
1522
$10K ﹤0.01%
199
1523
$10K ﹤0.01%
157
1524
$10K ﹤0.01%
1,825
+1,000
1525
$10K ﹤0.01%
395
59 60
61
62 63