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
1476
– –
-11
1477
$3K ﹤0.01%
980
+43
1478
$3K ﹤0.01%
26
1479
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250
1480
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50
1481
$3K ﹤0.01%
160
-3,063
1482
$3K ﹤0.01%
34
-26
1483
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100
1484
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39
1485
$3K ﹤0.01%
221
1486
$3K ﹤0.01%
+180
1487
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33
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42
-714
1489
$3K ﹤0.01%
+55
1490
$3K ﹤0.01%
+390
1491
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95
-40
1492
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72
+20
1493
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1494
$3K ﹤0.01%
70
+67
1495
$3K ﹤0.01%
25
-27
1496
$3K ﹤0.01%
116
+100
1497
$3K ﹤0.01%
113
1498
$3K ﹤0.01%
+137
1499
– –
0
1500
$3K ﹤0.01%
133
+24
58 59
60
61 62