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
1376
$5K ﹤0.01%
218
-9
1377
$5K ﹤0.01%
335
-75
1378
$5K ﹤0.01%
+123
1379
$5K ﹤0.01%
48
1380
$5K ﹤0.01%
89
1381
$5K ﹤0.01%
122
1382
$5K ﹤0.01%
666
1383
$5K ﹤0.01%
269
1384
$5K ﹤0.01%
784
1385
$5K ﹤0.01%
141
-491
1386
$5K ﹤0.01%
1,020
+23
1387
$5K ﹤0.01%
246
+60
1388
$5K ﹤0.01%
247
-30
1389
$5K ﹤0.01%
6
1390
– –
0
1391
$5K ﹤0.01%
95
+11
1392
– –
0
1393
$5K ﹤0.01%
300
1394
$5K ﹤0.01%
300
1395
$5K ﹤0.01%
+108
1396
$5K ﹤0.01%
584
1397
$5K ﹤0.01%
6
1398
$5K ﹤0.01%
+5,000
1399
$5K ﹤0.01%
376
+265
1400
$5K ﹤0.01%
105
-17
54 55
56
57 58