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
276
$425K 0.04%
5,139
-154
277
$421K 0.03%
8,508
278
$421K 0.03%
+15,458
279
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-344
280
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281
$419K 0.03%
17,252
-4,510
282
$418K 0.03%
3,128
-1,564
283
$414K 0.03%
12,050
284
$406K 0.03%
16,169
-5,851
285
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3,935
286
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2,109
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287
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6,051
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288
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-297
289
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6,526
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290
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5,930
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291
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292
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3,680
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293
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294
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23,910
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295
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11,838
296
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3,876
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297
$382K 0.03%
3,502
-113
298
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3,844
-117
299
$375K 0.03%
6,024
-200
300
$374K 0.03%
6,849
+13
10 11
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13 14