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
$669M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,959
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M
2 +$4M
3 +$3.08M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.87M

Sector Composition

1 Financials 8.89%
2 Technology 6.65%
3 Healthcare 6.01%
4 Industrials 5.8%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$337K 0.05%
13,305
-502
252
$336K 0.05%
3,979
+23
253
$336K 0.05%
425
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254
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14,862
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255
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4,969
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256
$324K 0.05%
11,966
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257
$322K 0.05%
5,910
+1,261
258
$321K 0.05%
3,041
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259
$319K 0.05%
3,415
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260
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324
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261
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2,789
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262
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6,330
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263
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264
$309K 0.05%
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265
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17,353
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18,647
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4,545
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4,565
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6,354
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16,131
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4,116
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273
$302K 0.05%
9,949
-1,037
274
$301K 0.05%
3,976
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275
$300K 0.04%
14,221
-169