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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
1801
$0 ﹤0.01%
+11
1802
$0 ﹤0.01%
44
1803
– –
-10,400
1804
– –
-857
1805
– –
-536
1806
– –
-6,156
1807
– –
-7
1808
– –
-440
1809
– –
-35
1810
$0 ﹤0.01%
20
1811
– –
-149
1812
$0 ﹤0.01%
13
1813
– –
-1,700
1814
$0 ﹤0.01%
+13
1815
– –
-693
1816
– –
-71
1817
$0 ﹤0.01%
38
1818
– –
0
1819
– –
-177
1820
– –
-68
1821
$0 ﹤0.01%
5
1822
$0 ﹤0.01%
50
1823
– –
-5,000
1824
– –
-5
1825
– –
-122
71 72
73
74 75