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
$669M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,959
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4M
3
+$3.08M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.87M

Top Sells

1
+$3.24M
2
+$1.23M
3
+$811K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$641K
5
CVS icon
CVS Health
CVS
+$611K

Sector Composition

1 Financials 8.89%
2 Technology 6.65%
3 Healthcare 6.01%
4 Industrials 5.8%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$196K 0.03%
3,638
+138
377
$195K 0.03%
12,856
-4,480
378
$195K 0.03%
4,395
-60
379
$194K 0.03%
3,585
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380
$194K 0.03%
3,280
-245
381
$194K 0.03%
2,546
382
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4,519
383
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384
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385
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386
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4,008
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387
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4,350
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$189K 0.03%
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1,311
-199
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126
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399
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3,319
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400
$183K 0.03%
2,110
-154
14 15
16
17 18