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
$1.21B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$11.4M
3
+$5.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.29M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.24M

Top Sells

1
+$1.61M
2
+$508K
3
+$402K
4
GLD icon
SPDR Gold Trust
GLD
+$400K
5
WELL icon
Welltower
WELL
+$386K

Sector Composition

1 Technology 11.21%
2 Financials 6.22%
3 Healthcare 5.87%
4 Industrials 4.02%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
– –
-126
2477
– –
-8
2478
$0 ﹤0.01%
7
2479
$0 ﹤0.01%
16
2480
$0 ﹤0.01%
3
2481
– –
-24
2482
– –
-5
2483
– –
-10
2484
$0 ﹤0.01%
4
2485
– –
-85
2486
– –
-574
2487
– –
-40
2488
– –
-300
2489
– –
-13
2490
– –
-31
2491
– –
-47
2492
– –
-25
2493
– –
-1,100
2494
$0 ﹤0.01%
9
+5
2495
$0 ﹤0.01%
6
2496
– –
-75
2497
$0 ﹤0.01%
4
2498
$0 ﹤0.01%
9
2499
$0 ﹤0.01%
297
-384
2500
– –
-33
98 99
100
101 102