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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
$567M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.89M
3
+$2.56M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.36M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.28M

Top Sells

1
+$601K
2
+$495K
3
+$441K
4
CB
CHUBB CORPORATION
CB
+$423K
5
AZO icon
AutoZone
AZO
+$412K

Sector Composition

1 Healthcare 7.46%
2 Financials 7.43%
3 Technology 7.1%
4 Industrials 6.02%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$23K ﹤0.01%
1,315
+5
927
$23K ﹤0.01%
147
+85
928
$23K ﹤0.01%
29
929
$23K ﹤0.01%
2,365
-7,210
930
$23K ﹤0.01%
768
931
$23K ﹤0.01%
329
+36
932
$23K ﹤0.01%
909
-82
933
$23K ﹤0.01%
652
-82
934
$23K ﹤0.01%
738
-3
935
$23K ﹤0.01%
806
-1,230
936
$23K ﹤0.01%
351
+104
937
$23K ﹤0.01%
831
-89
938
$22K ﹤0.01%
1,082
+115
939
$22K ﹤0.01%
284
-185
940
$22K ﹤0.01%
580
941
$22K ﹤0.01%
2,154
+420
942
$22K ﹤0.01%
1,641
+27
943
$22K ﹤0.01%
308
+33
944
$22K ﹤0.01%
1,650
-6
945
$22K ﹤0.01%
573
+437
946
$22K ﹤0.01%
201
+29
947
$22K ﹤0.01%
455
-14
948
$22K ﹤0.01%
424
-194
949
$22K ﹤0.01%
1,265
+1,000
950
– –
0
36 37
38
39 40