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
$1.15B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.5M
3
+$10.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.79M

Top Sells

1
+$10.3M
2
+$7.3M
3
+$6.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.79M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.89M

Sector Composition

1 Technology 11.92%
2 Healthcare 5.49%
3 Financials 4.24%
4 Consumer Discretionary 3.5%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$361K 0.03%
7,305
-1,417
277
$358K 0.03%
3,902
-623
278
$354K 0.03%
+6,746
279
$354K 0.03%
5,620
-1,087
280
$353K 0.03%
3,554
-2,248
281
$347K 0.03%
2,004
-119
282
$345K 0.03%
5,484
-999
283
$343K 0.03%
7,884
284
$341K 0.03%
5,608
+2
285
$341K 0.03%
6,328
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286
$340K 0.03%
9,167
287
$339K 0.03%
11,005
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288
$335K 0.03%
11,126
+2,028
289
$331K 0.03%
4,621
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290
$330K 0.03%
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291
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293
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2,259
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294
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15,190
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295
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21,908
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296
$311K 0.03%
5,475
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297
$304K 0.03%
4,408
+1,150
298
$304K 0.03%
1,242
+101
299
$301K 0.03%
940
+118
300
$299K 0.03%
24,092
-3,618
10 11
12
13 14