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
$1.15B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.5M
3
+$10.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.79M

Top Sells

1
+$10.3M
2
+$7.3M
3
+$6.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.79M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.89M

Sector Composition

1 Technology 11.92%
2 Healthcare 5.49%
3 Financials 4.24%
4 Consumer Discretionary 3.5%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.2%
20,163
-1,198
77
$2.13M 0.19%
24,909
-872
78
$2.11M 0.18%
51,128
+9,176
79
$2.11M 0.18%
60,300
+7,410
80
$2.1M 0.18%
23,580
+16,507
81
$2.07M 0.18%
26,246
-1,298
82
$2.04M 0.18%
53,736
-17,511
83
$1.96M 0.17%
9,014
-118
84
$1.94M 0.17%
6,105
+844
85
$1.93M 0.17%
9,524
-160
86
$1.92M 0.17%
39,438
-12,465
87
$1.88M 0.16%
27,482
-2,226
88
$1.86M 0.16%
26,355
-6,037
89
$1.83M 0.16%
79,433
+904
90
$1.82M 0.16%
12,929
-170
91
$1.78M 0.15%
25,000
92
$1.77M 0.15%
21,078
-116
93
$1.72M 0.15%
17,892
+2,478
94
$1.7M 0.15%
10,293
-1,031
95
$1.67M 0.15%
78,579
-2,782
96
$1.6M 0.14%
5,614
-80
97
$1.6M 0.14%
4,259
+158
98
$1.58M 0.14%
37,709
+31,731
99
$1.57M 0.14%
+13,296
100
$1.56M 0.14%
15,571
-374
2 3
4
5 6