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
1701
$6K ﹤0.01%
211
+41
1702
$6K ﹤0.01%
137
+102
1703
$6K ﹤0.01%
98
+42
1704
$6K ﹤0.01%
69
+13
1705
$6K ﹤0.01%
653
-519
1706
$6K ﹤0.01%
79
-99
1707
$6K ﹤0.01%
131
+87
1708
$6K ﹤0.01%
101
+11
1709
$6K ﹤0.01%
218
-54
1710
$6K ﹤0.01%
108
1711
$6K ﹤0.01%
59
-6
1712
$6K ﹤0.01%
195
+78
1713
$6K ﹤0.01%
+100
1714
$6K ﹤0.01%
68
+13
1715
$6K ﹤0.01%
154
1716
$6K ﹤0.01%
454
1717
$6K ﹤0.01%
114
-25
1718
$6K ﹤0.01%
200
1719
$6K ﹤0.01%
159
-2
1720
$6K ﹤0.01%
84
1721
$6K ﹤0.01%
115
+19
1722
$6K ﹤0.01%
128
-14
1723
$6K ﹤0.01%
279
+6
1724
$6K ﹤0.01%
27
-19
1725
$6K ﹤0.01%
99
67 68
69
70 71