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
1901
$4K ﹤0.01%
94
+28
1902
$4K ﹤0.01%
34
1903
$4K ﹤0.01%
110
1904
$4K ﹤0.01%
41
-187
1905
$4K ﹤0.01%
133
-27
1906
$4K ﹤0.01%
+53
1907
$4K ﹤0.01%
153
+74
1908
$4K ﹤0.01%
151
+95
1909
$4K ﹤0.01%
120
1910
$4K ﹤0.01%
70
1911
$4K ﹤0.01%
30
+7
1912
$4K ﹤0.01%
91
+32
1913
$4K ﹤0.01%
38
+4
1914
$4K ﹤0.01%
234
1915
$4K ﹤0.01%
113
1916
$4K ﹤0.01%
99
1917
$4K ﹤0.01%
100
1918
$4K ﹤0.01%
101
1919
$4K ﹤0.01%
176
-97
1920
$4K ﹤0.01%
319
-14
1921
$4K ﹤0.01%
50
-150
1922
$4K ﹤0.01%
37
1923
$4K ﹤0.01%
28
1924
$4K ﹤0.01%
42
1925
$4K ﹤0.01%
+300
75 76
77
78 79