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
326
$267K 0.02%
4,595
-104
327
$266K 0.02%
22,608
-284
328
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1,323
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$264K 0.02%
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330
$264K 0.02%
25,332
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331
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332
$262K 0.02%
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334
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335
$255K 0.02%
883
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336
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4,639
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337
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$251K 0.02%
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340
$250K 0.02%
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344
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345
$243K 0.02%
8,112
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346
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+16,704
347
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2,357
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348
$242K 0.02%
12,663
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349
$236K 0.02%
12,529
+3,020
350
$234K 0.02%
1,851
-396
12 13
14
15 16