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
1501
$3K ﹤0.01%
200
1502
$3K ﹤0.01%
114
1503
$3K ﹤0.01%
24
-5
1504
$2K ﹤0.01%
189
+23
1505
$2K ﹤0.01%
121
1506
$2K ﹤0.01%
+350
1507
$2K ﹤0.01%
+85
1508
$2K ﹤0.01%
9
-6
1509
$2K ﹤0.01%
+57
1510
$2K ﹤0.01%
35
1511
$2K ﹤0.01%
86
+41
1512
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+79
1513
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40
1514
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178
1515
$2K ﹤0.01%
+70
1516
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55
1517
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+50
1518
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112
1519
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33
+17
1520
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+50
1521
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31
+23
1522
$2K ﹤0.01%
125
-175
1523
$2K ﹤0.01%
80
1524
$2K ﹤0.01%
83
1525
$2K ﹤0.01%
+824
59 60
61
62 63