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
376
$286K 0.02%
3,119
+6
377
$283K 0.02%
1,625
+12
378
$280K 0.02%
4,821
-813
379
$280K 0.02%
1,388
-70
380
$280K 0.02%
15,840
-2,940
381
$278K 0.02%
5,062
-14
382
$277K 0.02%
10,056
-723
383
$275K 0.02%
11,322
+146
384
$273K 0.02%
3,154
-103
385
$273K 0.02%
230
-19
386
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2,836
-37
387
$270K 0.02%
4,251
-380
388
$268K 0.02%
2,675
389
$267K 0.02%
9,973
390
$262K 0.02%
4,861
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391
$258K 0.02%
7,808
-1,750
392
$258K 0.02%
4,267
-19
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$257K 0.02%
19,781
-1,992
394
$256K 0.02%
6,875
395
$255K 0.02%
6,616
-17
396
$255K 0.02%
7,596
+11
397
$255K 0.02%
13,206
+2,172
398
$254K 0.02%
1,273
+4
399
$254K 0.02%
54,615
400
$251K 0.02%
1,366
-103
14 15
16
17 18