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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
1851
$4K ﹤0.01%
99
1852
$4K ﹤0.01%
239
+85
1853
$4K ﹤0.01%
68
+23
1854
$4K ﹤0.01%
65
+13
1855
$4K ﹤0.01%
93
1856
$4K ﹤0.01%
81
+28
1857
$4K ﹤0.01%
67
1858
$4K ﹤0.01%
102
1859
$4K ﹤0.01%
232
1860
$4K ﹤0.01%
112
+10
1861
– –
0
1862
$4K ﹤0.01%
49
-43
1863
$4K ﹤0.01%
113
+70
1864
$4K ﹤0.01%
194
+25
1865
$4K ﹤0.01%
17
+5
1866
$4K ﹤0.01%
300
1867
$4K ﹤0.01%
93
+19
1868
$4K ﹤0.01%
144
+27
1869
$4K ﹤0.01%
50
1870
$4K ﹤0.01%
78
1871
$4K ﹤0.01%
209
+46
1872
$4K ﹤0.01%
102
+23
1873
$4K ﹤0.01%
67
+22
1874
$4K ﹤0.01%
234
1875
$4K ﹤0.01%
43
-22
73 74
75
76 77