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
2526
$0 ﹤0.01%
6
2527
$0 ﹤0.01%
5
2528
$0 ﹤0.01%
52
-1
2529
$0 ﹤0.01%
53
2530
– –
-1
2531
$0 ﹤0.01%
7
2532
$0 ﹤0.01%
+13
2533
$0 ﹤0.01%
1
2534
– –
-11
2535
$0 ﹤0.01%
6
-235
2536
$0 ﹤0.01%
22
2537
$0 ﹤0.01%
7
-772
2538
– –
-221
2539
$0 ﹤0.01%
16
2540
$0 ﹤0.01%
+26
2541
– –
-23
2542
– –
-11
2543
– –
-400
2544
$0 ﹤0.01%
21
2545
– –
-3,619
2546
$0 ﹤0.01%
7
2547
$0 ﹤0.01%
76
+49
2548
– –
-20
2549
$0 ﹤0.01%
3
2550
– –
-48
100 101
102
103 104