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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
1726
$1K ﹤0.01%
38
1727
$1K ﹤0.01%
16
1728
$1K ﹤0.01%
+8
1729
$1K ﹤0.01%
22
1730
$1K ﹤0.01%
+18
1731
$1K ﹤0.01%
32
+19
1732
$1K ﹤0.01%
70
+1
1733
$1K ﹤0.01%
17
1734
$1K ﹤0.01%
10
1735
$1K ﹤0.01%
84
1736
$1K ﹤0.01%
+14
1737
$1K ﹤0.01%
5
1738
$1K ﹤0.01%
15
1739
$0 ﹤0.01%
+47
1740
– –
0
1741
$0 ﹤0.01%
3
1742
– –
-630
1743
$0 ﹤0.01%
22
1744
$0 ﹤0.01%
3
1745
– –
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1746
$0 ﹤0.01%
16
1747
– –
-87
1748
– –
-9
1749
$0 ﹤0.01%
8
1750
$0 ﹤0.01%
+14
68 69
70
71 72