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
1851
$4K ﹤0.01%
107
+32
1852
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1853
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44
+24
1854
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1855
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1856
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1858
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1859
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239
+85
1860
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+23
1861
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1863
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81
+28
1864
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1865
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1866
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1867
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+10
1868
– –
0
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49
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1870
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113
+70
1871
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194
+25
1872
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17
+5
1873
$4K ﹤0.01%
300
1874
$4K ﹤0.01%
93
+19
1875
$4K ﹤0.01%
144
+27
73 74
75
76 77