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
726
$59K 0.01%
386
-152
727
$59K 0.01%
605
+18
728
$59K 0.01%
1,902
-855
729
$59K 0.01%
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730
$59K 0.01%
2,779
+79
731
$58K 0.01%
518
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732
$58K 0.01%
5,405
733
$57K 0.01%
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734
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735
$57K 0.01%
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736
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1,354
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$56K 0.01%
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738
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739
$56K 0.01%
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$55K 0.01%
920
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729
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6,321
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2,100
748
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2,705
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749
$54K 0.01%
2,489
+153
750
$53K 0.01%
1,712
-634
28 29
30
31 32