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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
1576
$2K ﹤0.01%
40
-9
1577
$2K ﹤0.01%
+38
1578
$2K ﹤0.01%
124
+100
1579
$2K ﹤0.01%
107
-110
1580
$2K ﹤0.01%
+171
1581
$2K ﹤0.01%
200
1582
$2K ﹤0.01%
179
1583
$2K ﹤0.01%
67
1584
$2K ﹤0.01%
29
1585
$2K ﹤0.01%
2
1586
$2K ﹤0.01%
22
+8
1587
$2K ﹤0.01%
194
+142
1588
$2K ﹤0.01%
154
-182
1589
$2K ﹤0.01%
473
+152
1590
$2K ﹤0.01%
+54
1591
– –
0
1592
$2K ﹤0.01%
101
1593
$2K ﹤0.01%
+134
1594
$2K ﹤0.01%
43
-29
1595
$2K ﹤0.01%
162
+48
1596
$2K ﹤0.01%
100
1597
$2K ﹤0.01%
159
1598
$2K ﹤0.01%
98
1599
$2K ﹤0.01%
100
1600
$2K ﹤0.01%
76
-191
62 63
64
65 66