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
801
$45K 0.01%
2,737
+655
802
$45K 0.01%
571
+163
803
$45K 0.01%
1,220
+28
804
– –
0
805
$44K 0.01%
1,118
-241
806
$44K 0.01%
1,236
-1,258
807
$44K 0.01%
1,141
+241
808
$44K 0.01%
687
+74
809
$44K 0.01%
+3,000
810
$44K 0.01%
801
+126
811
$43K 0.01%
485
+96
812
$43K 0.01%
1,117
+1,090
813
$43K 0.01%
511
+43
814
$43K 0.01%
1,184
-70
815
$43K 0.01%
644
-205
816
$43K 0.01%
1,822
+229
817
$43K 0.01%
735
818
$43K 0.01%
1,741
-357
819
$42K 0.01%
+717
820
$42K 0.01%
701
+124
821
$42K 0.01%
823
+81
822
$42K 0.01%
+1,175
823
$42K 0.01%
1,838
+266
824
$41K 0.01%
686
825
$41K 0.01%
351
-171
31 32
33
34 35