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
1601
$9K ﹤0.01%
196
+33
1602
$9K ﹤0.01%
350
-15
1603
– –
0
1604
$9K ﹤0.01%
314
+12
1605
$8K ﹤0.01%
1,000
1606
$8K ﹤0.01%
383
-362
1607
$8K ﹤0.01%
97
1608
$8K ﹤0.01%
88
-52
1609
$8K ﹤0.01%
+126
1610
$8K ﹤0.01%
177
1611
$8K ﹤0.01%
188
1612
– –
0
1613
$8K ﹤0.01%
+1,400
1614
$8K ﹤0.01%
+100
1615
$8K ﹤0.01%
151
1616
$8K ﹤0.01%
232
1617
$8K ﹤0.01%
44
-2
1618
$8K ﹤0.01%
1,000
-3,500
1619
$8K ﹤0.01%
300
-20
1620
$8K ﹤0.01%
102
+47
1621
$8K ﹤0.01%
121
-142
1622
$8K ﹤0.01%
314
-116
1623
$8K ﹤0.01%
434
1624
$8K ﹤0.01%
172
-1,014
1625
$8K ﹤0.01%
+279
63 64
65
66 67