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
2201
$2K ﹤0.01%
31
2202
$2K ﹤0.01%
109
-21
2203
$2K ﹤0.01%
56
2204
$2K ﹤0.01%
168
2205
$2K ﹤0.01%
101
+15
2206
$2K ﹤0.01%
84
2207
$2K ﹤0.01%
37
+5
2208
$2K ﹤0.01%
54
+18
2209
$2K ﹤0.01%
143
+95
2210
$2K ﹤0.01%
50
2211
$2K ﹤0.01%
96
+4
2212
$2K ﹤0.01%
18
2213
$2K ﹤0.01%
6
2214
$2K ﹤0.01%
76
2215
$2K ﹤0.01%
7
2216
$2K ﹤0.01%
86
+51
2217
$2K ﹤0.01%
117
+46
2218
$2K ﹤0.01%
180
-10
2219
$2K ﹤0.01%
15
2220
$2K ﹤0.01%
118
-13
2221
$2K ﹤0.01%
180
2222
$2K ﹤0.01%
36
+13
2223
$2K ﹤0.01%
64
2224
$2K ﹤0.01%
26
2225
$2K ﹤0.01%
63
+13
87 88
89
90 91