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
1751
$6K ﹤0.01%
1,284
+434
1752
$6K ﹤0.01%
965
+249
1753
– –
0
1754
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+50
1755
$6K ﹤0.01%
1,702
1756
$6K ﹤0.01%
115
+6
1757
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151
-30
1758
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152
+1
1759
$6K ﹤0.01%
289
1760
$6K ﹤0.01%
144
-6
1761
$6K ﹤0.01%
823
-62
1762
$6K ﹤0.01%
120
-18
1763
$6K ﹤0.01%
250
1764
$5K ﹤0.01%
78
1765
$5K ﹤0.01%
700
1766
$5K ﹤0.01%
35
1767
$5K ﹤0.01%
93
1768
$5K ﹤0.01%
90
+8
1769
$5K ﹤0.01%
167
1770
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500
1771
$5K ﹤0.01%
49
-6
1772
$5K ﹤0.01%
7
-96
1773
$5K ﹤0.01%
90
+8
1774
$5K ﹤0.01%
226
-15
1775
$5K ﹤0.01%
69
-10
69 70
71
72 73