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%
31
1502
$3K ﹤0.01%
133
1503
$3K ﹤0.01%
250
+117
1504
$2K ﹤0.01%
119
1505
$2K ﹤0.01%
18
1506
– –
0
1507
– –
0
1508
$2K ﹤0.01%
130
+84
1509
$2K ﹤0.01%
160
+127
1510
$2K ﹤0.01%
114
1511
$2K ﹤0.01%
+185
1512
$2K ﹤0.01%
79
-23
1513
$2K ﹤0.01%
62
1514
$2K ﹤0.01%
159
1515
$2K ﹤0.01%
+30
1516
$2K ﹤0.01%
68
-22
1517
$2K ﹤0.01%
34
-169
1518
$2K ﹤0.01%
461
+380
1519
$2K ﹤0.01%
48
+4
1520
$2K ﹤0.01%
1
1521
$2K ﹤0.01%
+46
1522
$2K ﹤0.01%
+267
1523
$2K ﹤0.01%
27
-5
1524
$2K ﹤0.01%
79
1525
$2K ﹤0.01%
130
+118
59 60
61
62 63