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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
1801
$0 ﹤0.01%
26
1802
$0 ﹤0.01%
32
1803
$0 ﹤0.01%
5
1804
$0 ﹤0.01%
19
1805
– –
-280
1806
$0 ﹤0.01%
3
1807
– –
-1,833
1808
– –
-885
1809
– –
-30
1810
$0 ﹤0.01%
6
1811
$0 ﹤0.01%
4
1812
– –
-36
1813
– –
-50
1814
– –
-3,010
1815
$0 ﹤0.01%
22
1816
– –
-90
1817
$0 ﹤0.01%
4
1818
$0 ﹤0.01%
27
1819
$0 ﹤0.01%
5
1820
$0 ﹤0.01%
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1821
$0 ﹤0.01%
6
1822
$0 ﹤0.01%
22
1823
– –
-724
1824
$0 ﹤0.01%
4
1825
$0 ﹤0.01%
8
71 72
73
74 75