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
351
$233K 0.02%
+5,124
352
$233K 0.02%
2,085
-454
353
$232K 0.02%
4,890
-106
354
$232K 0.02%
2,856
+369
355
$232K 0.02%
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356
$231K 0.02%
5,140
+270
357
$230K 0.02%
1,393
-11
358
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23,048
-16,920
359
$229K 0.02%
2,588
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360
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8,148
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361
$225K 0.02%
7,863
+60
362
$223K 0.02%
+2,007
363
$221K 0.02%
9,753
+30
364
$221K 0.02%
4,618
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365
$221K 0.02%
4,835
-1,066
366
$220K 0.02%
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367
$219K 0.02%
175,484
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368
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369
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5,675
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370
$213K 0.02%
3,059
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371
$212K 0.02%
914
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372
$212K 0.02%
1,961
-555
373
$211K 0.02%
7,198
-1,181
374
$211K 0.02%
4,330
-698
375
$210K 0.02%
6,866
-305
13 14
15
16 17