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
376
$257K 0.02%
9,098
-7,565
377
$255K 0.02%
23,000
378
$255K 0.02%
59,594
-21,800
379
$253K 0.02%
1,051
+26
380
$251K 0.02%
+1,135
381
$251K 0.02%
1,130
-15
382
$251K 0.02%
4,488
-188
383
$251K 0.02%
4,059
-1,446
384
$250K 0.02%
+2,124
385
$249K 0.02%
10,770
-340
386
$249K 0.02%
5,073
+627
387
$246K 0.02%
5,885
+146
388
$244K 0.02%
+1,169
389
$244K 0.02%
1,879
390
$244K 0.02%
881
+39
391
$243K 0.02%
991
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392
$242K 0.02%
6,205
-386
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$242K 0.02%
7,800
394
$241K 0.02%
4,019
-488
395
$240K 0.02%
2,776
-19
396
$239K 0.02%
3,748
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397
$239K 0.02%
+4,417
398
$237K 0.02%
+5,320
399
$236K 0.02%
6,875
400
$234K 0.02%
2,746
+6
14 15
16
17 18