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
$1.15B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.5M
3
+$10.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.79M

Top Sells

1
+$10.3M
2
+$7.3M
3
+$6.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.79M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.89M

Sector Composition

1 Technology 11.92%
2 Healthcare 5.49%
3 Financials 4.24%
4 Consumer Discretionary 3.5%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$651K 0.06%
5,611
+192
202
$639K 0.06%
2,571
+67
203
$637K 0.06%
18,487
-4,524
204
$631K 0.05%
13,065
-1,138
205
$629K 0.05%
8,523
+50
206
$627K 0.05%
9,569
-5,607
207
$618K 0.05%
12,368
+2,740
208
$613K 0.05%
5,549
-810
209
$613K 0.05%
12,537
-3,338
210
$600K 0.05%
7,783
211
$576K 0.05%
16,826
-658
212
$564K 0.05%
6,970
-67
213
$563K 0.05%
4,787
+502
214
$562K 0.05%
3,895
+213
215
$556K 0.05%
890
+5
216
$551K 0.05%
4,540
-263
217
$551K 0.05%
6,823
-575
218
$549K 0.05%
9,998
+1,928
219
$546K 0.05%
10,085
+150
220
$541K 0.05%
6,932
-2,382
221
$534K 0.05%
6,498
-562
222
$532K 0.05%
4,187
-908
223
$532K 0.05%
3,522
-465
224
$522K 0.05%
5,452
-953
225
$518K 0.05%
8,046
-209
7 8
9
10 11