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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
1701
$1K ﹤0.01%
15
1702
– –
0
1703
$1K ﹤0.01%
32
1704
$1K ﹤0.01%
+28
1705
$1K ﹤0.01%
340
+246
1706
$1K ﹤0.01%
47
+18
1707
$1K ﹤0.01%
+33
1708
$1K ﹤0.01%
8
1709
$1K ﹤0.01%
35
1710
$1K ﹤0.01%
45
1711
$1K ﹤0.01%
+28
1712
$1K ﹤0.01%
100
1713
$1K ﹤0.01%
+65
1714
$1K ﹤0.01%
34
-525
1715
$1K ﹤0.01%
400
-175
1716
$1K ﹤0.01%
41
1717
$1K ﹤0.01%
+14
1718
$1K ﹤0.01%
32
1719
$1K ﹤0.01%
12
1720
$1K ﹤0.01%
16
1721
$1K ﹤0.01%
130
1722
$1K ﹤0.01%
18
-1,382
1723
$1K ﹤0.01%
16
-7
1724
$1K ﹤0.01%
96
1725
$1K ﹤0.01%
20
67 68
69
70 71