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
2026
– –
0
2027
$3K ﹤0.01%
279
+114
2028
$3K ﹤0.01%
28
+12
2029
$3K ﹤0.01%
45
+28
2030
$3K ﹤0.01%
53
2031
$3K ﹤0.01%
48
2032
$3K ﹤0.01%
60
+12
2033
$3K ﹤0.01%
174
2034
$3K ﹤0.01%
+3
2035
$3K ﹤0.01%
99
+35
2036
$3K ﹤0.01%
169
-105
2037
$3K ﹤0.01%
68
+27
2038
$3K ﹤0.01%
111
2039
$3K ﹤0.01%
132
+30
2040
$3K ﹤0.01%
53
+9
2041
$3K ﹤0.01%
75
2042
$3K ﹤0.01%
70
-713
2043
$3K ﹤0.01%
142
2044
$3K ﹤0.01%
80
2045
$3K ﹤0.01%
247
2046
$3K ﹤0.01%
27
-56
2047
$3K ﹤0.01%
88
-143
2048
$3K ﹤0.01%
171
2049
$3K ﹤0.01%
+5
2050
$3K ﹤0.01%
36
-76
80 81
82
83 84