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
1026
$20K ﹤0.01%
857
-377
1027
$20K ﹤0.01%
876
-412
1028
$20K ﹤0.01%
1,339
+1,257
1029
$19K ﹤0.01%
261
-88
1030
$19K ﹤0.01%
814
-148
1031
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547
+68
1032
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135
+37
1033
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208
1034
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398
-12
1035
$19K ﹤0.01%
354
-153
1036
$19K ﹤0.01%
1,727
+52
1037
$19K ﹤0.01%
990
1038
$19K ﹤0.01%
1,286
+455
1039
$19K ﹤0.01%
1,900
1040
$19K ﹤0.01%
517
+405
1041
$19K ﹤0.01%
299
-2
1042
$19K ﹤0.01%
358
-120
1043
$19K ﹤0.01%
596
-88
1044
$18K ﹤0.01%
246
+23
1045
$18K ﹤0.01%
2,257
+24
1046
$18K ﹤0.01%
59
1047
$18K ﹤0.01%
855
-175
1048
$18K ﹤0.01%
239
-2
1049
$18K ﹤0.01%
201
+16
1050
$18K ﹤0.01%
700
40 41
42
43 44