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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
1751
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-734
1752
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$0 ﹤0.01%
149
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1754
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13
1756
$0 ﹤0.01%
38
1757
– –
-500
1758
$0 ﹤0.01%
+68
1759
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1760
$0 ﹤0.01%
5
1761
– –
-64
1762
$0 ﹤0.01%
+17
1763
– –
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1764
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1765
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-7
1766
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1767
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-7,134
1768
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1769
$0 ﹤0.01%
+800
1770
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-5,509
1771
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1772
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1773
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-465
1774
$0 ﹤0.01%
+3
1775
$0 ﹤0.01%
5
69 70
71
72 73