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
426
$31K ﹤0.01%
20,774
427
$19K ﹤0.01%
21,000
428
$17K ﹤0.01%
65,000
+25,000
429
$16K ﹤0.01%
10,802
-2,286
430
$15K ﹤0.01%
+14,276
431
$4K ﹤0.01%
10,000
432
– –
-3,246
433
– –
-4,643
434
– –
-4,660
435
– –
-208
436
– –
-8,518
437
– –
-7,689
438
– –
-30,476
439
– –
-4,418
440
– –
-7,066
441
– –
-2,364
442
– –
-2,216
443
– –
-1,848
444
– –
-8,479
445
– –
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446
– –
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447
– –
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448
– –
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449
– –
-3,644
450
– –
-4,574
16 17
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19 20