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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
$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
1826
$5K ﹤0.01%
53
+12
1827
$5K ﹤0.01%
44
1828
$5K ﹤0.01%
140
+35
1829
$5K ﹤0.01%
301
+215
1830
$5K ﹤0.01%
122
-6
1831
$5K ﹤0.01%
244
1832
$5K ﹤0.01%
+287
1833
$5K ﹤0.01%
68
-12
1834
$5K ﹤0.01%
106
1835
$5K ﹤0.01%
72
-3
1836
$5K ﹤0.01%
371
+52
1837
$5K ﹤0.01%
263
+85
1838
$5K ﹤0.01%
168
1839
$5K ﹤0.01%
35
1840
$5K ﹤0.01%
93
1841
$5K ﹤0.01%
200
-95
1842
$5K ﹤0.01%
92
+20
1843
$5K ﹤0.01%
283
-424
1844
$5K ﹤0.01%
+149
1845
$4K ﹤0.01%
68
1846
$4K ﹤0.01%
44
+24
1847
$4K ﹤0.01%
163
-3
1848
$4K ﹤0.01%
99
-155
1849
$4K ﹤0.01%
91
-21
1850
$4K ﹤0.01%
49
-78
72 73
74
75 76