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
401
$250K 0.02%
2,532
+412
402
$250K 0.02%
3,662
+6
403
$249K 0.02%
23,000
404
$246K 0.02%
4,666
-31
405
$245K 0.02%
4,639
-190
406
$245K 0.02%
3,350
+40
407
$243K 0.02%
6,945
+28
408
$243K 0.02%
3,985
-206
409
$242K 0.02%
12,250
410
$241K 0.02%
1,858
+70
411
$239K 0.02%
2,941
-358
412
$239K 0.02%
11,545
+6,512
413
$238K 0.02%
4,658
+504
414
$237K 0.02%
305
+70
415
$236K 0.02%
6,705
416
$235K 0.02%
4,049
+5
417
$234K 0.02%
4,397
+133
418
$234K 0.02%
8,570
419
$234K 0.02%
1,455
420
$234K 0.02%
4,209
+97
421
$233K 0.02%
3,992
+61
422
$232K 0.02%
14,613
+72
423
$230K 0.02%
3,399
+13
424
$229K 0.02%
1,736
-121
425
$226K 0.02%
1,656
+45
15 16
17
18 19