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
1701
$1K ﹤0.01%
400
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1702
$1K ﹤0.01%
41
1703
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1704
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1705
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1706
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1707
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1708
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1709
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1710
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1711
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1712
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32
+19
1713
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70
+1
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1715
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5
1716
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140
1717
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1718
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$1K ﹤0.01%
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1720
$1K ﹤0.01%
13
+8
1721
$1K ﹤0.01%
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1722
$1K ﹤0.01%
+70
1723
$1K ﹤0.01%
32
1724
$1K ﹤0.01%
11
1725
$1K ﹤0.01%
24
67 68
69
70 71