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
1151
$13K ﹤0.01%
328
-590
1152
$13K ﹤0.01%
250
1153
$13K ﹤0.01%
+275
1154
$13K ﹤0.01%
888
+868
1155
$13K ﹤0.01%
472
+26
1156
$12K ﹤0.01%
784
1157
$12K ﹤0.01%
880
-520
1158
$12K ﹤0.01%
201
-35
1159
$12K ﹤0.01%
868
-42
1160
$12K ﹤0.01%
719
+48
1161
$12K ﹤0.01%
884
+735
1162
$12K ﹤0.01%
389
+29
1163
$12K ﹤0.01%
98
1164
$12K ﹤0.01%
72
+35
1165
$12K ﹤0.01%
385
+31
1166
$12K ﹤0.01%
1,225
-600
1167
$12K ﹤0.01%
243
+55
1168
$12K ﹤0.01%
+221
1169
$12K ﹤0.01%
371
-12
1170
$12K ﹤0.01%
325
-255
1171
$12K ﹤0.01%
328
1172
$12K ﹤0.01%
378
-269
1173
$12K ﹤0.01%
1,118
-219
1174
$12K ﹤0.01%
1,275
-1,000
1175
$12K ﹤0.01%
29
+20
45 46
47
48 49