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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
1651
$1K ﹤0.01%
1
1652
$1K ﹤0.01%
58
1653
$1K ﹤0.01%
40
1654
$1K ﹤0.01%
4
+3
1655
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50
1656
$1K ﹤0.01%
115
1657
$1K ﹤0.01%
150
+44
1658
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1659
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18
1660
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67
-35
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66
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11
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24
-25
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100
1665
$1K ﹤0.01%
3
1666
$1K ﹤0.01%
31
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25
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1668
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1669
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107
1670
$1K ﹤0.01%
13
1671
$1K ﹤0.01%
8
1672
– –
0
1673
$1K ﹤0.01%
111
-40
1674
$1K ﹤0.01%
200
+100
1675
– –
0
65 66
67
68 69