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
301
$298K 0.03%
5,685
-3,278
302
$295K 0.03%
4,598
+3
303
$294K 0.03%
4,937
-1,428
304
$291K 0.03%
4,322
-53
305
$290K 0.03%
1,073
+21
306
$289K 0.03%
4,045
+23
307
$286K 0.02%
8,512
-16,656
308
$285K 0.02%
6,384
+1,928
309
$285K 0.02%
3,274
+94
310
$285K 0.02%
37,738
-71
311
$283K 0.02%
2,454
+337
312
$282K 0.02%
3,506
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313
$281K 0.02%
1,413
+106
314
$280K 0.02%
11,660
-330
315
$277K 0.02%
10,500
316
$277K 0.02%
13,318
-7,701
317
$276K 0.02%
5,794
-646
318
$276K 0.02%
9,680
+2
319
$274K 0.02%
3,272
-216
320
$273K 0.02%
5,956
+170
321
$270K 0.02%
6,244
-460
322
$270K 0.02%
7,935
+69
323
$270K 0.02%
5,957
+47
324
$269K 0.02%
6,742
-250
325
$268K 0.02%
1,980
+14
11 12
13
14 15