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
351
$309K 0.03%
713
+145
352
$308K 0.03%
2,780
-334
353
$306K 0.03%
18,310
-6,100
354
$305K 0.03%
5,232
355
$302K 0.02%
2,291
-583
356
$301K 0.02%
13,623
357
$301K 0.02%
2,042
-8
358
$298K 0.02%
7,711
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359
$297K 0.02%
9,676
360
$296K 0.02%
6,267
-1,890
361
$295K 0.02%
2,696
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362
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7,045
363
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364
$293K 0.02%
11,352
+2,278
365
$291K 0.02%
5,282
-1,140
366
$291K 0.02%
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367
$290K 0.02%
3,277
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368
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6,215
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369
$289K 0.02%
6,557
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370
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4,234
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371
$288K 0.02%
4,083
372
$288K 0.02%
2,916
-171
373
$288K 0.02%
2,668
-215
374
$287K 0.02%
11,610
+18
375
$287K 0.02%
8,520
-967
13 14
15
16 17