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
1726
$6K ﹤0.01%
109
-126
1727
$6K ﹤0.01%
325
+265
1728
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39
1729
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289
+5
1730
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349
+127
1731
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2
1732
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52
1733
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74
+11
1734
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374
1735
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163
1736
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131
-2
1737
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34
1738
$6K ﹤0.01%
1,000
-1,597
1739
$6K ﹤0.01%
624
-514
1740
$6K ﹤0.01%
467
+13
1741
– –
0
1742
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46
-1
1743
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62
+22
1744
$6K ﹤0.01%
248
+15
1745
$6K ﹤0.01%
143
+107
1746
$6K ﹤0.01%
236
+89
1747
$6K ﹤0.01%
83
+10
1748
$6K ﹤0.01%
428
1749
$6K ﹤0.01%
486
-557
1750
$6K ﹤0.01%
324
+16
68 69
70
71 72