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
1976
– –
0
1977
$3K ﹤0.01%
171
+48
1978
$3K ﹤0.01%
600
1979
$3K ﹤0.01%
+1
1980
$3K ﹤0.01%
152
-65
1981
$3K ﹤0.01%
69
1982
$3K ﹤0.01%
48
1983
$3K ﹤0.01%
1,110
+140
1984
$3K ﹤0.01%
111
1985
$3K ﹤0.01%
132
+30
1986
$3K ﹤0.01%
53
+9
1987
$3K ﹤0.01%
627
+257
1988
$3K ﹤0.01%
149
-12
1989
$3K ﹤0.01%
60
+38
1990
$3K ﹤0.01%
51
1991
$3K ﹤0.01%
199
1992
$3K ﹤0.01%
125
+109
1993
$3K ﹤0.01%
128
1994
$3K ﹤0.01%
70
+41
1995
– –
0
1996
$3K ﹤0.01%
279
+114
1997
$3K ﹤0.01%
28
+12
1998
$3K ﹤0.01%
45
+28
1999
$3K ﹤0.01%
53
2000
$3K ﹤0.01%
48
78 79
80
81 82