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
2276
$1K ﹤0.01%
27
-107
2277
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34
2278
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21
-1,915
2279
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52
+15
2280
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11
2281
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58
+15
2282
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61
2283
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180
2284
$1K ﹤0.01%
+48
2285
$1K ﹤0.01%
19
2286
$1K ﹤0.01%
67
-1,194
2287
$1K ﹤0.01%
71
2288
$1K ﹤0.01%
137
+98
2289
$1K ﹤0.01%
60
2290
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21
2291
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63
-23
2292
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33
2293
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51
2294
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77
-148
2295
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22
-16
2296
$1K ﹤0.01%
345
2297
– –
0
2298
$1K ﹤0.01%
43
-21
2299
$1K ﹤0.01%
19
-8
2300
$1K ﹤0.01%
81
90 91
92
93 94