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
1126
$14K ﹤0.01%
201
1127
$14K ﹤0.01%
530
1128
$14K ﹤0.01%
787
-202
1129
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514
1130
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566
1131
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278
-1,144
1132
$13K ﹤0.01%
2,105
1133
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338
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1134
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1135
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174
-90
1136
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419
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1138
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168
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1139
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445
-270
1140
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117
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1141
$13K ﹤0.01%
2,136
+1,600
1142
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+887
1143
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1144
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+544
1145
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138
1146
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329
-4,107
1147
$13K ﹤0.01%
269
-72
1148
$13K ﹤0.01%
497
+50
1149
$13K ﹤0.01%
469
+21
1150
$13K ﹤0.01%
500
44 45
46
47 48