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
2126
$2K ﹤0.01%
55
+24
2127
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17
2128
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188
2129
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51
2130
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67
2131
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23
+8
2132
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94
+30
2133
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125
-20
2134
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128
+115
2135
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371
+58
2136
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41
-63
2137
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153
-500
2138
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39
2139
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32
+9
2140
$2K ﹤0.01%
1
2141
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19
2142
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47
+17
2143
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63
-315
2144
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44
2145
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120
2146
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23
2147
$2K ﹤0.01%
138
2148
$2K ﹤0.01%
30
2149
$2K ﹤0.01%
113
+95
2150
$2K ﹤0.01%
151
84 85
86
87 88