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
651
$80K 0.01%
4,260
-830
652
$80K 0.01%
1,755
+297
653
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1,307
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$80K 0.01%
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3,312
657
$78K 0.01%
2,496
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658
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659
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798
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660
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661
$77K 0.01%
8,478
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662
$76K 0.01%
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663
$75K 0.01%
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664
$75K 0.01%
+3,119
665
$75K 0.01%
1,828
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666
$75K 0.01%
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410
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3,993
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671
$74K 0.01%
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952
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$73K 0.01%
1,420
674
$73K 0.01%
886
+27
675
$73K 0.01%
8,725
-675
25 26
27
28 29