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
426
$161K 0.02%
4,464
-415
427
$160K 0.02%
5,216
-426
428
$160K 0.02%
718
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429
$160K 0.02%
1,307
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430
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2,155
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431
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2,153
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432
$159K 0.02%
1,202
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434
$158K 0.02%
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435
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2,438
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436
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437
$157K 0.02%
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439
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6,384
-4,003
440
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$154K 0.02%
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$154K 0.02%
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$153K 0.02%
3,224
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448
$153K 0.02%
4,217
449
$152K 0.02%
675
-1
450
$152K 0.02%
3,175
16 17
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