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
401
$176K 0.02%
10,397
-1,292
402
$163K 0.01%
33,713
-4,335
403
$159K 0.01%
+100
404
$155K 0.01%
33,676
+4,414
405
$145K 0.01%
13,641
406
$137K 0.01%
15,247
+206
407
$133K 0.01%
+11,239
408
$125K 0.01%
12,919
+1,312
409
$123K 0.01%
13,949
+291
410
$103K 0.01%
20,481
-942
411
$102K 0.01%
12,478
412
$95K 0.01%
6,675
413
$84K 0.01%
+10,181
414
$80K 0.01%
500
415
$78K 0.01%
10,244
-138
416
$73K 0.01%
+10,371
417
$72K 0.01%
+10,390
418
$59K 0.01%
+13,685
419
$56K ﹤0.01%
11,592
-787
420
$50K ﹤0.01%
+15,166
421
$50K ﹤0.01%
25,332
+5,006
422
$45K ﹤0.01%
100,376
+69,600
423
$44K ﹤0.01%
12,250
424
$43K ﹤0.01%
10,771
+100
425
$33K ﹤0.01%
+13,379
15 16
17
18 19