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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
1551
$2K ﹤0.01%
159
1552
$2K ﹤0.01%
145
1553
$2K ﹤0.01%
31
1554
$2K ﹤0.01%
58
1555
– –
0
1556
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71
-300
1557
$2K ﹤0.01%
129
1558
$2K ﹤0.01%
29
1559
$2K ﹤0.01%
142
1560
$2K ﹤0.01%
+56
1561
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+173
1562
$2K ﹤0.01%
125
-1,200
1563
$2K ﹤0.01%
83
1564
$2K ﹤0.01%
83
1565
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49
1566
$2K ﹤0.01%
+63
1567
$2K ﹤0.01%
26
1568
$2K ﹤0.01%
79
1569
$2K ﹤0.01%
18
1570
$2K ﹤0.01%
220
-60
1571
$2K ﹤0.01%
+30
1572
$2K ﹤0.01%
90
1573
$2K ﹤0.01%
67
-21
1574
$2K ﹤0.01%
62
-16
1575
$2K ﹤0.01%
150
61 62
63
64 65