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

Sector Composition

1 Financials 8.89%
2 Technology 6.65%
3 Healthcare 6.01%
4 Industrials 5.8%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
-549
1877
0
1878
-9,328
1879
-2,485
1880
$0 ﹤0.01%
2
1881
-1,790
1882
$0 ﹤0.01%
3
1883
-105
1884
-141
1885
-1,430
1886
$0 ﹤0.01%
28
1887
$0 ﹤0.01%
20
1888
$0 ﹤0.01%
51
1889
-51
1890
$0 ﹤0.01%
20
1891
$0 ﹤0.01%
30
-70
1892
-693
1893
-345
1894
-3
1895
-300
1896
$0 ﹤0.01%
5
1897
$0 ﹤0.01%
2
1898
$0 ﹤0.01%
+5
1899
-38
1900
$0 ﹤0.01%
8