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
451
$202K 0.02%
1,095
-202
452
$202K 0.02%
5,344
-1,888
453
$201K 0.02%
3,585
-169
454
$201K 0.02%
1,379
-491
455
$201K 0.02%
2,723
-560
456
$200K 0.02%
9,420
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457
$199K 0.02%
8,583
+1
458
$199K 0.02%
2,902
+5
459
$197K 0.02%
14,650
460
$197K 0.02%
4,751
-260
461
$196K 0.02%
3,713
462
$196K 0.02%
6,402
+28
463
$195K 0.02%
3,487
+9
464
$195K 0.02%
11,509
465
$195K 0.02%
1,103
-19
466
$195K 0.02%
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467
$194K 0.02%
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-1,128
468
$192K 0.02%
9,531
-1,471
469
$191K 0.02%
563
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$191K 0.02%
7,549
-1,624
471
$191K 0.02%
1,750
+1
472
$191K 0.02%
1,381
-563
473
$190K 0.02%
3,085
-2,700
474
$189K 0.02%
12,460
-1,500
475
$188K 0.02%
4,863
-2,404
17 18
19
20 21