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
1101
$15K ﹤0.01%
225
-175
1102
$15K ﹤0.01%
466
+326
1103
$15K ﹤0.01%
1,100
1104
$15K ﹤0.01%
239
+53
1105
$15K ﹤0.01%
71
1106
$15K ﹤0.01%
275
-180
1107
$15K ﹤0.01%
711
-183
1108
$15K ﹤0.01%
347
+324
1109
$14K ﹤0.01%
89
+56
1110
$14K ﹤0.01%
117
-36
1111
$14K ﹤0.01%
400
1112
$14K ﹤0.01%
28,300
1113
$14K ﹤0.01%
189
+53
1114
$14K ﹤0.01%
623
-65
1115
$14K ﹤0.01%
1,322
+225
1116
$14K ﹤0.01%
267
1117
$14K ﹤0.01%
460
1118
$14K ﹤0.01%
+416
1119
$14K ﹤0.01%
995
+582
1120
$14K ﹤0.01%
144
-9
1121
$14K ﹤0.01%
411
+113
1122
$14K ﹤0.01%
342
1123
$14K ﹤0.01%
467
+6
1124
$14K ﹤0.01%
83
-14
1125
$14K ﹤0.01%
200
43 44
45
46 47