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
$1.37B
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.89M
3
+$2.83M
4
ADSW
Advanced Disposal Services Inc
ADSW
+$2.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.12M

Top Sells

1
+$1.8M
2
+$989K
3
+$856K
4
SSNC icon
SS&C Technologies
SSNC
+$773K
5
COST icon
Costco
COST
+$737K

Sector Composition

1 Technology 10.54%
2 Financials 5.57%
3 Healthcare 4.74%
4 Consumer Discretionary 3.67%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$291K 0.02%
1,918
+6
352
$289K 0.02%
1,977
-66
353
$288K 0.02%
6,660
-249
354
$287K 0.02%
5,517
-261
355
$285K 0.02%
4,296
-30
356
$283K 0.02%
+8,604
357
$282K 0.02%
8,404
-3,434
358
$280K 0.02%
2,477
+13
359
$279K 0.02%
4,490
-120
360
$279K 0.02%
1,546
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361
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5,238
-1
362
$277K 0.02%
12,006
-612
363
$276K 0.02%
6,789
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364
$276K 0.02%
12,941
-442
365
$275K 0.02%
4,576
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366
$275K 0.02%
7,678
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368
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4,494
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369
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8,660
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370
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2,915
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371
$271K 0.02%
5,436
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372
$270K 0.02%
2,763
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373
$270K 0.02%
13,658
-171
374
$266K 0.02%
4,984
+20
375
$263K 0.02%
3,372
+92
13 14
15
16 17