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
876
$33K ﹤0.01%
5,382
+405
877
$33K ﹤0.01%
465
+181
878
$33K ﹤0.01%
800
879
$33K ﹤0.01%
1,894
-268
880
$33K ﹤0.01%
1,076
-192
881
$33K ﹤0.01%
5,850
-240
882
$33K ﹤0.01%
471
+71
883
$33K ﹤0.01%
128
+99
884
$32K ﹤0.01%
1,106
+368
885
$32K ﹤0.01%
383
-189
886
$32K ﹤0.01%
1,100
887
$32K ﹤0.01%
433
888
$32K ﹤0.01%
292
-77
889
$32K ﹤0.01%
661
890
$32K ﹤0.01%
2,214
+17
891
$32K ﹤0.01%
294
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892
$32K ﹤0.01%
413
+384
893
$32K ﹤0.01%
1,155
+131
894
$32K ﹤0.01%
3,488
895
$32K ﹤0.01%
414
-200
896
$31K ﹤0.01%
367
-25
897
$31K ﹤0.01%
600
898
$31K ﹤0.01%
1,044
+396
899
$31K ﹤0.01%
425
+104
900
$31K ﹤0.01%
484
34 35
36
37 38