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
426
$210K 0.02%
4,110
427
$210K 0.02%
+3,583
428
$209K 0.02%
2,677
-604
429
$207K 0.02%
191
-128
430
$207K 0.02%
+3,859
431
$206K 0.02%
4,914
+8
432
$206K 0.02%
+1,791
433
$206K 0.02%
+5,008
434
$205K 0.02%
2,282
+3
435
$205K 0.02%
+11,509
436
$204K 0.01%
7,298
-741
437
$204K 0.01%
2,519
-75
438
$203K 0.01%
+2,778
439
$203K 0.01%
1,842
-115
440
$203K 0.01%
3,182
+23
441
$201K 0.01%
7,337
+2
442
$200K 0.01%
3,808
-46
443
$192K 0.01%
13,641
444
$191K 0.01%
4,190
-4,143
445
$175K 0.01%
+15,193
446
$175K 0.01%
21,000
447
$173K 0.01%
+11,428
448
$167K 0.01%
11,332
449
$165K 0.01%
+12,500
450
$157K 0.01%
12,250
16 17
18
19 20