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
401
$233K 0.02%
5,254
-8
402
$233K 0.02%
14,753
-2,885
403
$231K 0.02%
1,850
+8
404
$228K 0.02%
+7,440
405
$228K 0.02%
+3,256
406
$227K 0.02%
11,280
-100
407
$227K 0.02%
2,764
408
$227K 0.02%
5,536
-1,132
409
$226K 0.02%
+10,539
410
$223K 0.02%
1,851
-366
411
$222K 0.02%
2,046
-65
412
$221K 0.02%
13,760
+32
413
$220K 0.02%
5,681
414
$219K 0.02%
+2,773
415
$216K 0.02%
+3,341
416
$216K 0.02%
6,447
+31
417
$215K 0.02%
3,246
-837
418
$215K 0.02%
5,666
+302
419
$215K 0.02%
6,283
+1,023
420
$214K 0.02%
+5,727
421
$214K 0.02%
+3,591
422
$213K 0.02%
+1,027
423
$212K 0.02%
1,472
-133
424
$211K 0.02%
4,042
-18
425
$211K 0.02%
+968
15 16
17
18 19