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
2251
$2K ﹤0.01%
71
-5
2252
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+1
2253
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47
+13
2254
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72
2255
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25
2256
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46
+28
2257
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66
+9
2258
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13
-4
2259
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429
+80
2260
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200
2261
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124
+61
2262
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62
+10
2263
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59
-37
2264
– –
0
2265
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204
2266
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93
2267
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19
-1
2268
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19
-9
2269
$1K ﹤0.01%
33
2270
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35
2271
$1K ﹤0.01%
517
-1,366
2272
$1K ﹤0.01%
+122
2273
$1K ﹤0.01%
14
+1
2274
$1K ﹤0.01%
27
+6
2275
$1K ﹤0.01%
85
89 90
91
92 93