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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
$567M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.89M
3
+$2.56M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.36M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.28M

Top Sells

1
+$601K
2
+$495K
3
+$441K
4
CB
CHUBB CORPORATION
CB
+$423K
5
AZO icon
AutoZone
AZO
+$412K

Sector Composition

1 Healthcare 7.46%
2 Financials 7.43%
3 Technology 7.1%
4 Industrials 6.02%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$1K ﹤0.01%
17
1727
$1K ﹤0.01%
17
-66
1728
$1K ﹤0.01%
102
+67
1729
$0 ﹤0.01%
13
-4
1730
– –
-15
1731
$0 ﹤0.01%
2
+1
1732
$0 ﹤0.01%
51
1733
– –
-190
1734
– –
-56
1735
– –
-49
1736
– –
-45
1737
– –
-50
1738
$0 ﹤0.01%
7
-5
1739
– –
-3,188
1740
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0
1741
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-19,021
1742
$0 ﹤0.01%
+38
1743
– –
0
1744
$0 ﹤0.01%
+10
1745
$0 ﹤0.01%
13
1746
$0 ﹤0.01%
40
1747
– –
-13
1748
$0 ﹤0.01%
+29
1749
– –
-1,096
1750
– –
-44
68 69
70
71 72