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
2301
$1K ﹤0.01%
+201
2302
– –
0
2303
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31
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2304
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2305
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2306
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+86
2307
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215
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2308
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2309
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3
2310
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2311
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-1
2312
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18
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2313
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+10
2314
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7
-7
2315
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54
-147
2316
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62
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2317
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+28
2318
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25
-1,759
2319
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38
2320
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62
+1
2321
$1K ﹤0.01%
18
2322
$1K ﹤0.01%
31
-2,077
2323
$1K ﹤0.01%
71
2324
$1K ﹤0.01%
42
2325
$1K ﹤0.01%
18
+2
91 92
93
94 95