WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.1M
3
+$2.67M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.44M

Top Sells

1
+$633K
2
+$495K
3
+$466K
4
AZO icon
AutoZone
AZO
+$449K
5
CB
CHUBB CORPORATION
CB
+$423K

Sector Composition

1 Healthcare 7.46%
2 Financials 7.42%
3 Technology 7.11%
4 Industrials 6.01%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$303K 0.05%
3,839
+72
252
$302K 0.05%
2,133
-176
253
$301K 0.05%
10,457
+107
254
$301K 0.05%
7,897
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255
$299K 0.05%
3,702
-717
256
$299K 0.05%
3,209
+610
257
$297K 0.05%
8,614
+1,432
258
$297K 0.05%
7,613
+986
259
$297K 0.05%
7,539
-1,286
260
$297K 0.05%
15,275
-2,130
261
$294K 0.05%
2,141
-14
262
$293K 0.05%
16,310
-6,340
263
$291K 0.05%
27,454
+26,260
264
$288K 0.05%
16,428
+5,711
265
$287K 0.05%
7,960
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266
$287K 0.05%
1,501
-17
267
$286K 0.05%
3,659
-66
268
$285K 0.05%
6,261
-252
269
$285K 0.05%
3,435
-155
270
$285K 0.05%
2,494
-626
271
$283K 0.05%
4,519
+924
272
$283K 0.05%
4,586
+3,088
273
$280K 0.05%
3,517
+243
274
$277K 0.05%
15,315
+330
275
$275K 0.05%
833
-325
9 10
11
12 13