WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Est. Return
10.92%
1 Year Est. Return
+10.92%
AUM
$1.39B
AUM Growth
+$249M
(+22%)
Holding
483
Top Buys
| 1 | +$8.69M | |
| 2 | +$5.82M | |
| 3 | +$5.57M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.17M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.69M |
Top Sells
| 1 | +$7.73M | |
| 2 | +$5.9M | |
| 3 | +$3.58M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$3.53M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$3.11M |
Sector Composition
| 1 | Technology | 13.22% |
| 2 | Healthcare | 5.15% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Financials | 3.94% |
| 5 | Communication Services | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Invesco S&P 500 Pure Value ETF
RPV
$1.38B
| – | – |
-6,742
|
|
||
477
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
| – | – |
-23,048
|
|
||
478
Schwab US Mid-Cap ETF
SCHM
$12.1B
| – | – |
-14,898
|
|
||
479
Sarepta Therapeutics
SRPT
$2.14B
| – | – |
-2,557
|
|
||
480
TotalEnergies
TTE
$142B
| – | – |
-5,433
|
|
||
481
Uber
UBER
$182B
| – | – |
-8,148
|
|
||
482
Welltower
WELL
$139B
| – | – |
-4,835
|
|
||
|
OIL
483
DELISTED
iPath Series B S&P GSCI Crude Oil ETN
OIL
| – | – |
-47,175
|
|