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
2001
$3K ﹤0.01%
14
-5
2002
$3K ﹤0.01%
71
+44
2003
$3K ﹤0.01%
100
2004
$3K ﹤0.01%
54
+34
2005
$3K ﹤0.01%
43
2006
$3K ﹤0.01%
163
2007
$3K ﹤0.01%
148
+24
2008
$3K ﹤0.01%
60
2009
– –
0
2010
$3K ﹤0.01%
104
+49
2011
– –
0
2012
$3K ﹤0.01%
102
-6
2013
$3K ﹤0.01%
317
+282
2014
$3K ﹤0.01%
72
2015
$3K ﹤0.01%
151
+33
2016
$3K ﹤0.01%
196
+77
2017
$3K ﹤0.01%
17
2018
$3K ﹤0.01%
149
-12
2019
$3K ﹤0.01%
60
+38
2020
$3K ﹤0.01%
51
2021
$3K ﹤0.01%
199
2022
$3K ﹤0.01%
627
+257
2023
$3K ﹤0.01%
125
+109
2024
$3K ﹤0.01%
128
2025
$3K ﹤0.01%
70
+41
79 80
81
82 83