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
1551
$10K ﹤0.01%
1,440
1552
$10K ﹤0.01%
279
+6
1553
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115
1554
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52
1555
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100
1556
$10K ﹤0.01%
181
+69
1557
$10K ﹤0.01%
1,894
+302
1558
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424
1559
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400
1560
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466
-29
1561
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651
1562
– –
0
1563
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423
1564
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419
1565
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140
+81
1566
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206
-17
1567
$10K ﹤0.01%
466
1568
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205
+20
1569
$9K ﹤0.01%
74
-6
1570
$9K ﹤0.01%
166
1571
$9K ﹤0.01%
79
-305
1572
$9K ﹤0.01%
265
1573
$9K ﹤0.01%
217
-82
1574
$9K ﹤0.01%
462
+129
1575
$9K ﹤0.01%
+290
61 62
63
64 65