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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
1601
$2K ﹤0.01%
137
-27
1602
$2K ﹤0.01%
+197
1603
– –
0
1604
$2K ﹤0.01%
267
1605
$2K ﹤0.01%
27
1606
$2K ﹤0.01%
+33
1607
– –
0
1608
$1K ﹤0.01%
174
1609
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18
-189
1610
$1K ﹤0.01%
11
1611
$1K ﹤0.01%
28
1612
$1K ﹤0.01%
4
1613
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27
1614
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16
+13
1615
$1K ﹤0.01%
37
+7
1616
– –
0
1617
$1K ﹤0.01%
23
+1
1618
$1K ﹤0.01%
24
+3
1619
$1K ﹤0.01%
5
1620
$1K ﹤0.01%
40
1621
$1K ﹤0.01%
140
1622
$1K ﹤0.01%
96
1623
$1K ﹤0.01%
+50
1624
$1K ﹤0.01%
18
1625
$1K ﹤0.01%
29
63 64
65
66 67