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
Schwab US Mid-Cap ETF
SCHM
$13.1B
| – | – |
-14,898
|
|
||
477
Sarepta Therapeutics
SRPT
$2.21B
| – | – |
-2,557
|
|
||
478
TotalEnergies
TTE
$142B
| – | – |
-5,433
|
|
||
479
Uber
UBER
$176B
| – | – |
-8,148
|
|
||
480
Welltower
WELL
$131B
| – | – |
-4,835
|
|
||
|
BSCK
481
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
| – | – |
-9,517
|
|
||
|
UN
482
DELISTED
Unilever NV New York Registry Shares
UN
| – | – |
-4,330
|
|
||
|
OIL
483
DELISTED
iPath Series B S&P GSCI Crude Oil ETN
OIL
| – | – |
-47,175
|
|