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
1801
$5K ﹤0.01%
72
1802
$5K ﹤0.01%
261
+84
1803
$5K ﹤0.01%
200
-95
1804
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92
+20
1805
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283
-424
1806
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+149
1807
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381
1808
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100
1809
$5K ﹤0.01%
300
1810
– –
0
1811
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143
+34
1812
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102
1813
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41
+16
1814
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41
+10
1815
$5K ﹤0.01%
112
-30
1816
$5K ﹤0.01%
486
+41
1817
$5K ﹤0.01%
137
+66
1818
$5K ﹤0.01%
430
-1,263
1819
$5K ﹤0.01%
213
-877
1820
$5K ﹤0.01%
180
-167
1821
$5K ﹤0.01%
103
+31
1822
$5K ﹤0.01%
98
1823
$5K ﹤0.01%
79
1824
$5K ﹤0.01%
50
-64
1825
$5K ﹤0.01%
39
+7
71 72
73
74 75