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
2176
$2K ﹤0.01%
85
+33
2177
$2K ﹤0.01%
146
2178
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54
+3
2179
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183
+98
2180
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75
2181
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37
+10
2182
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34
2183
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115
2184
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3
2185
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510
2186
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+153
2187
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31
2188
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109
-21
2189
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56
2190
$2K ﹤0.01%
168
2191
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101
+15
2192
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84
2193
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37
+5
2194
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54
+18
2195
$2K ﹤0.01%
143
+95
2196
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50
2197
$2K ﹤0.01%
96
+4
2198
$2K ﹤0.01%
18
2199
$2K ﹤0.01%
6
2200
$2K ﹤0.01%
76
86 87
88
89 90