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
901
$31K ﹤0.01%
920
-7,012
902
$31K ﹤0.01%
500
903
$30K ﹤0.01%
697
-10
904
$30K ﹤0.01%
1,031
+95
905
$30K ﹤0.01%
1,000
906
$30K ﹤0.01%
369
+174
907
$30K ﹤0.01%
1,644
908
$30K ﹤0.01%
1,572
-215
909
$30K ﹤0.01%
475
-96
910
$30K ﹤0.01%
612
+58
911
$30K ﹤0.01%
1,323
-140
912
$30K ﹤0.01%
559
-351
913
$29K ﹤0.01%
614
-128
914
$29K ﹤0.01%
904
915
$29K ﹤0.01%
1,168
-345
916
$29K ﹤0.01%
870
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917
$29K ﹤0.01%
437
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918
$29K ﹤0.01%
326
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919
$29K ﹤0.01%
320
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920
$29K ﹤0.01%
465
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921
$29K ﹤0.01%
261
+5
922
$29K ﹤0.01%
1,331
+146
923
$29K ﹤0.01%
244
-59
924
$29K ﹤0.01%
230
+52
925
$28K ﹤0.01%
1,520
+205
35 36
37
38 39