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

Top Sells

1
+$3.24M
2
+$1.23M
3
+$811K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$641K
5
CVS icon
CVS Health
CVS
+$611K

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
1926
– –
-155
1927
$0 ﹤0.01%
1
-4
1928
$0 ﹤0.01%
15
1929
$0 ﹤0.01%
25
-137
1930
– –
-7
1931
– –
-95
1932
– –
-160
1933
– –
-2,880
1934
$0 ﹤0.01%
4
1935
$0 ﹤0.01%
2
1936
$0 ﹤0.01%
13
1937
$0 ﹤0.01%
100
1938
– –
-828
1939
$0 ﹤0.01%
+12
1940
$0 ﹤0.01%
3
1941
– –
-27
1942
– –
0
1943
– –
0
1944
$0 ﹤0.01%
107
1945
$0 ﹤0.01%
4
1946
– –
-205
1947
– –
-19
1948
– –
0
1949
$0 ﹤0.01%
3
1950
– –
-630
75 76 77
78
79