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
$567M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.1M
3
+$2.67M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.44M

Top Sells

1
+$633K
2
+$495K
3
+$466K
4
AZO icon
AutoZone
AZO
+$449K
5
CB
CHUBB CORPORATION
CB
+$423K

Sector Composition

1 Healthcare 7.46%
2 Financials 7.42%
3 Technology 7.11%
4 Industrials 6.01%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$6K ﹤0.01%
77
-170
1302
$6K ﹤0.01%
485
1303
$6K ﹤0.01%
455
+420
1304
– –
0
1305
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181
+49
1306
$6K ﹤0.01%
1,005
-5,823
1307
– –
0
1308
$6K ﹤0.01%
85
-4
1309
$6K ﹤0.01%
200
+45
1310
$6K ﹤0.01%
544
1311
$6K ﹤0.01%
444
1312
$6K ﹤0.01%
28,300
1313
$6K ﹤0.01%
161
-5
1314
$6K ﹤0.01%
139
1315
$6K ﹤0.01%
809
+225
1316
$6K ﹤0.01%
110
1317
$6K ﹤0.01%
2,105
1318
$6K ﹤0.01%
173
-56
1319
$6K ﹤0.01%
254
1320
$6K ﹤0.01%
68
-7
1321
$6K ﹤0.01%
+263
1322
$6K ﹤0.01%
208
-16,169
1323
$6K ﹤0.01%
679
1324
$6K ﹤0.01%
368
1325
$5K ﹤0.01%
122
51 52
53
54 55