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WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$4.38M
2
+$4M
3
+$2.89M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.91M

Top Sells

1
+$3.17M
2
+$1.16M
3
+$729K
4
CVS icon
CVS Health
CVS
+$627K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$624K

Sector Composition

1 Financials 8.9%
2 Technology 6.65%
3 Healthcare 6.01%
4 Industrials 5.81%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$3K ﹤0.01%
55
1477
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39
1478
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63
1479
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1480
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1481
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1482
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1483
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1484
$3K ﹤0.01%
1
1485
$3K ﹤0.01%
107
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194
+39
1487
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1489
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50
1490
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25
1491
– –
0
1492
– –
0
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-31
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119
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1497
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102
+6
1498
$3K ﹤0.01%
129
1499
$3K ﹤0.01%
5
1500
$3K ﹤0.01%
182
-1,507
58 59
60
61 62