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
2151
$2K ﹤0.01%
38
+20
2152
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5
2153
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45
+12
2154
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165
+118
2155
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18
2156
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21
+13
2157
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+130
2158
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73
2159
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51
+17
2160
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37
2161
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72
2162
– –
0
2163
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61
2164
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78
-185
2165
– –
0
2166
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25
2167
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17
-6
2168
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92
2169
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55
2170
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30
-200
2171
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20
+3
2172
$2K ﹤0.01%
308
2173
$2K ﹤0.01%
+43
2174
$2K ﹤0.01%
58
2175
$2K ﹤0.01%
26
85 86
87
88 89