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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
1876
– –
0
1877
– –
-4
1878
– –
-1,976
1879
$0 ﹤0.01%
5
1880
$0 ﹤0.01%
+64
1881
– –
-191
1882
$0 ﹤0.01%
20
1883
– –
-600
1884
– –
-46
1885
$0 ﹤0.01%
+4
1886
– –
-14
1887
– –
-25
1888
– –
-246
1889
$0 ﹤0.01%
6
-3
1890
– –
0
1891
$0 ﹤0.01%
+151
1892
– –
-392
1893
$0 ﹤0.01%
3
1894
$0 ﹤0.01%
5
-11
1895
– –
0
1896
– –
-57
1897
$0 ﹤0.01%
5
-8
1898
$0 ﹤0.01%
26
-51
1899
– –
-2,850
1900
$0 ﹤0.01%
32
74 75
76
77 78