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
1926
$4K ﹤0.01%
100
1927
$4K ﹤0.01%
101
1928
$4K ﹤0.01%
176
-97
1929
$4K ﹤0.01%
319
-14
1930
$4K ﹤0.01%
50
-150
1931
$4K ﹤0.01%
37
1932
$4K ﹤0.01%
28
1933
$4K ﹤0.01%
42
1934
$4K ﹤0.01%
70
1935
$4K ﹤0.01%
30
+7
1936
$4K ﹤0.01%
91
+32
1937
$4K ﹤0.01%
38
+4
1938
$4K ﹤0.01%
234
1939
$4K ﹤0.01%
113
1940
$4K ﹤0.01%
+300
1941
$4K ﹤0.01%
63
+7
1942
$4K ﹤0.01%
280
-476
1943
$4K ﹤0.01%
787
+628
1944
– –
0
1945
$4K ﹤0.01%
120
1946
$4K ﹤0.01%
128
1947
$4K ﹤0.01%
96
+24
1948
$4K ﹤0.01%
+181
1949
$4K ﹤0.01%
128
1950
$4K ﹤0.01%
218
76 77
78
79 80