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
451
$152K 0.02%
5,641
-32
452
$152K 0.02%
2,625
-35
453
$151K 0.02%
8,400
454
$150K 0.02%
2,568
-1,502
455
$150K 0.02%
4,990
+192
456
$150K 0.02%
2,761
-22
457
$150K 0.02%
4,490
-3,770
458
$149K 0.02%
1,678
+1
459
$149K 0.02%
1,196
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460
$149K 0.02%
7,282
-192
461
$149K 0.02%
1,408
462
$149K 0.02%
4,729
463
$149K 0.02%
3,555
-229
464
$148K 0.02%
1,188
+186
465
$148K 0.02%
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466
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-18
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468
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3,780
470
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4,493
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471
$143K 0.02%
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472
$143K 0.02%
1,849
+234
473
$143K 0.02%
2,621
-23
474
$142K 0.02%
59,333
+56,666
475
$141K 0.02%
4,555
+13
17 18
19
20 21