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
$2K ﹤0.01%
5
2153
$2K ﹤0.01%
146
2154
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54
+3
2155
$2K ﹤0.01%
183
+98
2156
$2K ﹤0.01%
75
2157
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42
+28
2158
$2K ﹤0.01%
4
+2
2159
$2K ﹤0.01%
25
2160
$2K ﹤0.01%
83
2161
$2K ﹤0.01%
47
+13
2162
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72
2163
$2K ﹤0.01%
25
2164
$2K ﹤0.01%
46
+28
2165
$2K ﹤0.01%
66
+9
2166
$2K ﹤0.01%
13
-4
2167
$2K ﹤0.01%
429
+80
2168
$2K ﹤0.01%
200
2169
$2K ﹤0.01%
124
+61
2170
$2K ﹤0.01%
39
2171
$2K ﹤0.01%
45
+12
2172
$2K ﹤0.01%
165
+118
2173
$2K ﹤0.01%
18
2174
$2K ﹤0.01%
21
+13
2175
$2K ﹤0.01%
+130
85 86
87
88 89