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
701
$65K 0.01%
3,272
+3,244
702
$65K 0.01%
1,829
+248
703
$65K 0.01%
1,689
704
$65K 0.01%
3,156
+540
705
$65K 0.01%
1,311
706
$64K 0.01%
669
+76
707
$64K 0.01%
1,326
-2,776
708
$64K 0.01%
1,651
+170
709
$64K 0.01%
826
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710
$64K 0.01%
1,084
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711
$64K 0.01%
850
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712
$64K 0.01%
634
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713
$64K 0.01%
1,812
-2,532
714
$63K 0.01%
441
+36
715
$63K 0.01%
2,567
-937
716
$63K 0.01%
1,208
717
$63K 0.01%
3,734
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$63K 0.01%
1,791
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719
$62K 0.01%
1,086
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720
$62K 0.01%
4,346
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721
$61K 0.01%
1,204
-48
722
$61K 0.01%
1,818
-519
723
$60K 0.01%
4,200
-270
724
$59K 0.01%
1,887
-234
725
$59K 0.01%
540
27 28
29
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