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
1076
$16K ﹤0.01%
502
+167
1077
$16K ﹤0.01%
644
1078
$16K ﹤0.01%
1,021
+281
1079
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725
-431
1080
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284
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1081
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200
-150
1082
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457
+21
1083
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756
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1084
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332
1085
$16K ﹤0.01%
699
1086
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8,774
-28,587
1087
$16K ﹤0.01%
696
+13
1088
$16K ﹤0.01%
296
-65
1089
$16K ﹤0.01%
+612
1090
$16K ﹤0.01%
1,796
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1091
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500
1092
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460
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1093
$16K ﹤0.01%
871
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1094
$15K ﹤0.01%
500
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1095
$15K ﹤0.01%
242
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1096
$15K ﹤0.01%
600
1097
$15K ﹤0.01%
381
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1098
$15K ﹤0.01%
240
-100
1099
$15K ﹤0.01%
310
+194
1100
$15K ﹤0.01%
474
-132
42 43
44
45 46