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
1451
$3K ﹤0.01%
201
+76
1452
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442
-9,465
1453
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975
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80
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114
1457
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24
-5
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1459
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1460
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40
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1465
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428
-3,016
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1467
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1469
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-28
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175
-111
1471
$3K ﹤0.01%
2
1472
$3K ﹤0.01%
102
1473
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100
1474
$3K ﹤0.01%
159
1475
$3K ﹤0.01%
60
57 58
59
60 61