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
$669M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,959
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4M
3
+$3.08M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.72M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.87M

Top Sells

1
+$3.24M
2
+$1.23M
3
+$811K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$641K
5
CVS icon
CVS Health
CVS
+$611K

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
1651
$1K ﹤0.01%
84
1652
$1K ﹤0.01%
+14
1653
$1K ﹤0.01%
5
1654
$1K ﹤0.01%
15
1655
– –
0
1656
$1K ﹤0.01%
200
-717
1657
$1K ﹤0.01%
+25
1658
$1K ﹤0.01%
13
1659
$1K ﹤0.01%
144
-161
1660
$1K ﹤0.01%
26
-12
1661
$1K ﹤0.01%
+38
1662
$1K ﹤0.01%
+10
1663
$1K ﹤0.01%
5
-1,245
1664
$1K ﹤0.01%
+14
1665
$1K ﹤0.01%
58
1666
$1K ﹤0.01%
40
1667
$1K ﹤0.01%
8
1668
$1K ﹤0.01%
50
1669
$1K ﹤0.01%
161
+11
1670
$1K ﹤0.01%
+8
1671
$1K ﹤0.01%
9
1672
$1K ﹤0.01%
48
-1,123
1673
$1K ﹤0.01%
+70
1674
$1K ﹤0.01%
4
1675
$1K ﹤0.01%
18
65 66
67
68 69