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
$1.15B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.5M
3
+$10.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.79M

Top Sells

1
+$10.3M
2
+$7.3M
3
+$6.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.79M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.89M

Sector Composition

1 Technology 11.92%
2 Healthcare 5.49%
3 Financials 4.24%
4 Consumer Discretionary 3.5%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.32%
38,526
+654
52
$3.58M 0.31%
54,460
-3,287
53
$3.36M 0.29%
34,799
-356
54
$3.25M 0.28%
44,310
-1,368
55
$3.21M 0.28%
59,226
-2,865
56
$2.98M 0.26%
34,618
-2,701
57
$2.94M 0.26%
224,650
-17,300
58
$2.9M 0.25%
15,528
-665
59
$2.83M 0.25%
47,040
-2,456
60
$2.82M 0.25%
18,020
+16,007
61
$2.79M 0.24%
55,280
-52,045
62
$2.79M 0.24%
12,435
+58
63
$2.77M 0.24%
126,658
-105,307
64
$2.77M 0.24%
22,602
+326
65
$2.67M 0.23%
21,623
+11,005
66
$2.63M 0.23%
24,800
-5,982
67
$2.62M 0.23%
18,527
-7,768
68
$2.5M 0.22%
9,506
-5,328
69
$2.49M 0.22%
82,379
-7,295
70
$2.43M 0.21%
63,931
-7,357
71
$2.43M 0.21%
29,326
-523
72
$2.41M 0.21%
16,260
+235
73
$2.4M 0.21%
60,973
-6,092
74
$2.35M 0.2%
152,230
+18,313
75
$2.33M 0.2%
67,865
-5,490
1 2
3
4 5