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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
1926
– –
-1
1927
$0 ﹤0.01%
8
1928
– –
-959
1929
– –
0
1930
– –
-500
1931
$0 ﹤0.01%
1
-3
1932
– –
-115
1933
– –
-692
1934
– –
-18
1935
$0 ﹤0.01%
12
1936
– –
-80
1937
– –
-155
1938
$0 ﹤0.01%
1
-4
1939
$0 ﹤0.01%
15
1940
$0 ﹤0.01%
25
-137
1941
– –
-7
1942
– –
-95
1943
– –
-160
1944
– –
-2,880
1945
$0 ﹤0.01%
4
1946
$0 ﹤0.01%
2
1947
$0 ﹤0.01%
13
1948
$0 ﹤0.01%
100
1949
– –
-828
1950
$0 ﹤0.01%
+12
75 76 77
78
79