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
1526
$10K ﹤0.01%
277
+16
1527
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500
1528
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500
1529
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158
1530
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93
-5
1531
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265
1532
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3,000
1533
$10K ﹤0.01%
2,144
+158
1534
$10K ﹤0.01%
451
-7
1535
$10K ﹤0.01%
+346
1536
– –
0
1537
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200
1538
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152
1539
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476
-21
1540
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155
1541
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105
1542
$10K ﹤0.01%
+200
1543
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128
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1544
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14
+4
1545
$10K ﹤0.01%
290
-20
1546
$10K ﹤0.01%
1,373
+134
1547
$10K ﹤0.01%
854
+24
1548
$10K ﹤0.01%
178
+3
1549
$10K ﹤0.01%
+500
1550
$10K ﹤0.01%
293
60 61
62
63 64