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
1651
$7K ﹤0.01%
161
+41
1652
$7K ﹤0.01%
383
-321
1653
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-3
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-4
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1,400
1658
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136
1659
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277
+69
1660
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+49
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75
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175
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1664
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75
+5
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1667
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30
-11
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1669
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69
+18
1670
$7K ﹤0.01%
174
1671
$7K ﹤0.01%
220
+96
1672
$7K ﹤0.01%
300
-112
1673
$7K ﹤0.01%
124
1674
$7K ﹤0.01%
81
1675
$7K ﹤0.01%
307
+3
65 66
67
68 69