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
476
$140K 0.02%
1,824
+53
477
$140K 0.02%
3,326
-180
478
$140K 0.02%
1,428
+704
479
$139K 0.02%
1,209
+54
480
$139K 0.02%
11,250
+1,160
481
$139K 0.02%
4,500
-500
482
$139K 0.02%
3,699
+3,362
483
$138K 0.02%
9,926
-66
484
$137K 0.02%
3,570
-170
485
$136K 0.02%
2,075
-85
486
$134K 0.02%
5,978
-1,018
487
$132K 0.02%
2,520
488
$132K 0.02%
2,046
-1
489
$131K 0.02%
1,020
-31
490
$131K 0.02%
1,237
+352
491
$131K 0.02%
8,975
+1,741
492
$130K 0.02%
3,986
-418
493
$130K 0.02%
8,302
-5,793
494
$129K 0.02%
1,537
+434
495
$129K 0.02%
8,334
+3,367
496
$129K 0.02%
8,562
-345
497
$129K 0.02%
3,750
-1,195
498
$129K 0.02%
2,499
-732
499
$129K 0.02%
2,475
+65
500
$128K 0.02%
1,378
+500
18 19
20
21 22