We are live on ! Find out more
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
$642M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.26M
3
+$2.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.51M

Top Sells

1
+$3.07M
2
+$807K
3
+$717K
4
EMC
EMC CORPORATION
EMC
+$560K
5
GAS
AGL Resources Inc
GAS
+$471K

Sector Composition

1 Financials 8.11%
2 Technology 7.11%
3 Healthcare 6.78%
4 Industrials 5.82%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
0
1552
$2K ﹤0.01%
105
1553
$2K ﹤0.01%
29
1554
$2K ﹤0.01%
+51
1555
$2K ﹤0.01%
142
1556
$2K ﹤0.01%
9
1557
$2K ﹤0.01%
21
-493
1558
$2K ﹤0.01%
63
1559
$2K ﹤0.01%
83
1560
$2K ﹤0.01%
83
1561
$2K ﹤0.01%
49
1562
$2K ﹤0.01%
26
1563
$2K ﹤0.01%
18
1564
$2K ﹤0.01%
57
1565
$2K ﹤0.01%
90
1566
– –
0
1567
$2K ﹤0.01%
107
1568
$2K ﹤0.01%
45
1569
$2K ﹤0.01%
+18
1570
$2K ﹤0.01%
150
1571
$2K ﹤0.01%
+80
1572
$2K ﹤0.01%
+5
1573
$2K ﹤0.01%
58
1574
$2K ﹤0.01%
162
+47
1575
$2K ﹤0.01%
50
61 62
63
64 65