WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Return
10.92%
This Quarter Return
+1%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$1.37B
AUM Growth
+$30.8M
(+2.3%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
497
New
39
Increased
197
Reduced
190
Closed
32
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.07M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.89M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.83M |
| 4 |
ADSW
Advanced Disposal Services, Inc.
ADSW
|
$2.6M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$2.12M |
Top Sells
| 1 |
RTX Corp
RTX
|
$1.8M |
| 2 |
Starbucks
SBUX
|
$989K |
| 3 |
Procter & Gamble
PG
|
$856K |
| 4 |
SS&C Technologies
SSNC
|
$773K |
| 5 |
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% |
