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
526
$119K 0.02%
1,387
+4
527
$117K 0.02%
1,956
528
$117K 0.02%
2,776
529
$117K 0.02%
1,605
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530
$116K 0.02%
463
+52
531
$116K 0.02%
1,536
-306
532
$116K 0.02%
2,836
+371
533
$116K 0.02%
3,253
-1,497
534
$115K 0.02%
1,363
-25
535
$115K 0.02%
1,977
+52
536
$115K 0.02%
8,527
+373
537
$115K 0.02%
841
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538
$115K 0.02%
5,238
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539
$115K 0.02%
2,194
-52
540
$115K 0.02%
+8,904
541
$114K 0.02%
+8,087
542
$114K 0.02%
2,262
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543
$114K 0.02%
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$114K 0.02%
2,717
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545
$113K 0.02%
15,000
-7,200
546
$113K 0.02%
1,100
+114
547
$112K 0.02%
6,834
-1
548
$112K 0.02%
5,997
+1,164
549
$111K 0.02%
1,049
-698
550
$111K 0.02%
5,124
-4,203
20 21
22
23 24