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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%
125
-20
2127
$2K ﹤0.01%
128
+115
2128
$2K ﹤0.01%
371
+58
2129
$2K ﹤0.01%
41
-63
2130
$2K ﹤0.01%
153
-500
2131
$2K ﹤0.01%
39
2132
$2K ﹤0.01%
+1
2133
$2K ﹤0.01%
83
2134
$2K ﹤0.01%
110
+46
2135
$2K ﹤0.01%
82
+27
2136
$2K ﹤0.01%
111
-518
2137
$2K ﹤0.01%
260
-27
2138
$2K ﹤0.01%
113
+9
2139
$2K ﹤0.01%
45
+12
2140
$2K ﹤0.01%
165
+118
2141
$2K ﹤0.01%
18
2142
$2K ﹤0.01%
21
+13
2143
$2K ﹤0.01%
+130
2144
$2K ﹤0.01%
73
2145
$2K ﹤0.01%
51
+17
2146
$2K ﹤0.01%
37
2147
$2K ﹤0.01%
72
2148
– –
0
2149
$2K ﹤0.01%
61
2150
$2K ﹤0.01%
78
-185
84 85
86
87 88