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
1626
$8K ﹤0.01%
315
-19
1627
$8K ﹤0.01%
141
1628
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248
+20
1629
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256
+56
1630
$8K ﹤0.01%
115
1631
$8K ﹤0.01%
73
-6
1632
$8K ﹤0.01%
98
1633
$8K ﹤0.01%
606
-415
1634
$8K ﹤0.01%
39
-30
1635
$8K ﹤0.01%
218
1636
$8K ﹤0.01%
401
-106
1637
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261
-243
1638
$8K ﹤0.01%
183
+47
1639
$8K ﹤0.01%
1,200
1640
$8K ﹤0.01%
396
1641
$8K ﹤0.01%
229
-571
1642
$8K ﹤0.01%
105
+23
1643
$8K ﹤0.01%
518
+18
1644
$8K ﹤0.01%
31
+5
1645
$7K ﹤0.01%
71
-19
1646
$7K ﹤0.01%
191
1647
$7K ﹤0.01%
399
-41
1648
$7K ﹤0.01%
207
-3
1649
$7K ﹤0.01%
401
-347
1650
$7K ﹤0.01%
500
-100
64 65
66
67 68