WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$4.38M
2
+$4M
3
+$2.89M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.91M

Top Sells

1
+$3.17M
2
+$1.16M
3
+$729K
4
CVS icon
CVS Health
CVS
+$627K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$624K

Sector Composition

1 Financials 8.9%
2 Technology 6.65%
3 Healthcare 6.01%
4 Industrials 5.81%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$33K ﹤0.01%
+1,500
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%
433
885
$32K ﹤0.01%
1,106
+368
886
$32K ﹤0.01%
383
-189
887
$32K ﹤0.01%
292
-77
888
$32K ﹤0.01%
661
889
$32K ﹤0.01%
2,214
+17
890
$32K ﹤0.01%
294
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891
$32K ﹤0.01%
413
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892
$32K ﹤0.01%
1,155
+131
893
$32K ﹤0.01%
3,488
894
$32K ﹤0.01%
1,100
895
$32K ﹤0.01%
414
-200
896
$31K ﹤0.01%
600
897
$31K ﹤0.01%
1,044
+396
898
$31K ﹤0.01%
425
+104
899
$31K ﹤0.01%
484
900
$31K ﹤0.01%
920
-7,012
34 35
36
37 38