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
501
$126K 0.02%
1,490
502
$126K 0.02%
2,424
-68
503
$125K 0.02%
703
-270
504
$125K 0.02%
6,814
+40
505
$125K 0.02%
2,944
+700
506
$124K 0.02%
680
+3
507
$124K 0.02%
8,603
508
$124K 0.02%
20,200
+2,500
509
$123K 0.02%
1,910
-165
510
$123K 0.02%
4,317
-69
511
$123K 0.02%
6,437
-338
512
$123K 0.02%
2,422
+1,637
513
$122K 0.02%
1,253
+18
514
$122K 0.02%
4,010
+433
515
$122K 0.02%
3,356
-1,367
516
$122K 0.02%
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+271
517
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3,227
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518
$121K 0.02%
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519
$121K 0.02%
2,624
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520
$121K 0.02%
1,917
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521
$120K 0.02%
3,499
+1,669
522
$120K 0.02%
2,234
-1,091
523
$120K 0.02%
1,191
+121
524
$119K 0.02%
2,673
-534
525
$119K 0.02%
9,948
+1,452
19 20
21
22 23