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
376
$209K 0.02%
5,918
377
$209K 0.02%
14,898
-1,155
378
$208K 0.02%
14,565
-3,934
379
$208K 0.02%
2,891
-127
380
$207K 0.02%
+4,874
381
$207K 0.02%
1,381
-281
382
$206K 0.02%
2,868
+10
383
$206K 0.02%
7,452
+674
384
$205K 0.02%
4,760
-3,209
385
$205K 0.02%
9,388
-839
386
$204K 0.02%
+1,310
387
$204K 0.02%
1,613
-824
388
$204K 0.02%
2,380
-60
389
$203K 0.02%
7,522
-281
390
$203K 0.02%
5,229
+153
391
$202K 0.02%
1,556
-63
392
$202K 0.02%
5,433
-438
393
$202K 0.02%
4,444
-554
394
$201K 0.02%
6,879
-2,321
395
$201K 0.02%
5,766
-975
396
$200K 0.02%
21,791
-2,015
397
$200K 0.02%
9,517
-1,974
398
$197K 0.02%
11,861
-7,715
399
$195K 0.02%
+47,175
400
$182K 0.02%
+13,850
14 15
16
17 18