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
2226
$2K ﹤0.01%
75
2227
$2K ﹤0.01%
62
-472
2228
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139
+11
2229
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39
2230
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58
+30
2231
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67
+38
2232
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72
2233
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27
+15
2234
$2K ﹤0.01%
64
2235
$2K ﹤0.01%
40
-14
2236
$2K ﹤0.01%
82
+25
2237
$2K ﹤0.01%
+1,500
2238
$2K ﹤0.01%
108
+94
2239
$2K ﹤0.01%
8
-2
2240
$2K ﹤0.01%
71
+33
2241
$2K ﹤0.01%
59
+6
2242
$2K ﹤0.01%
61
2243
$2K ﹤0.01%
39
2244
$2K ﹤0.01%
115
-275
2245
$2K ﹤0.01%
115
-45
2246
$2K ﹤0.01%
19
+13
2247
$2K ﹤0.01%
100
2248
$2K ﹤0.01%
108
+13
2249
$2K ﹤0.01%
56
2250
$2K ﹤0.01%
66
88 89
90
91 92