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
1876
$4K ﹤0.01%
50
1877
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78
1878
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209
+46
1879
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102
+23
1880
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67
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1881
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1882
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43
-22
1883
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-39
1884
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1885
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1,128
+8
1886
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153
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1887
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514
1888
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877
1889
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70
+24
1890
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1891
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1892
– –
0
1893
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291
+144
1894
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103
+2
1895
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125
-773
1896
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17
1897
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107
1898
$4K ﹤0.01%
50
+5
1899
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180
+49
1900
$4K ﹤0.01%
146
+42
74 75
76
77 78