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
1701
$1K ﹤0.01%
16
1702
$1K ﹤0.01%
+370
1703
$1K ﹤0.01%
164
-80
1704
$1K ﹤0.01%
31
1705
$1K ﹤0.01%
+100
1706
$1K ﹤0.01%
50
1707
$1K ﹤0.01%
36
1708
$1K ﹤0.01%
1,000
1709
$1K ﹤0.01%
77
+16
1710
$1K ﹤0.01%
1,080
1711
$1K ﹤0.01%
6
1712
$1K ﹤0.01%
+35
1713
$1K ﹤0.01%
22
+16
1714
$1K ﹤0.01%
35
-18
1715
$1K ﹤0.01%
78
-73
1716
$1K ﹤0.01%
109
+69
1717
$1K ﹤0.01%
17
1718
$1K ﹤0.01%
17
-66
1719
$1K ﹤0.01%
31
1720
$1K ﹤0.01%
27
1721
$1K ﹤0.01%
25
-15
1722
$1K ﹤0.01%
70
-9
1723
$1K ﹤0.01%
+18
1724
$1K ﹤0.01%
221
+205
1725
$1K ﹤0.01%
+13
67 68
69
70 71