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
26
$8.16M 0.67%
171,584
+7,046
27
$8.15M 0.67%
52,249
-718
28
$7.84M 0.65%
187,560
-5,619
29
$7.4M 0.61%
20,145
-691
30
$6.79M 0.56%
61,337
+187
31
$6.59M 0.54%
160,794
-12,385
32
$6.42M 0.53%
50,713
-123
33
$5.97M 0.49%
+218,185
34
$5.95M 0.49%
69,971
-2,824
35
$5.89M 0.49%
116,379
-1,000
36
$5.77M 0.48%
25,924
-1,325
37
$5.64M 0.47%
140,190
+31,855
38
$5.59M 0.46%
40,496
-1,389
39
$5.43M 0.45%
90,060
-1,060
40
$5.41M 0.45%
47,904
+631
41
$5.04M 0.42%
45,091
+263
42
$4.74M 0.39%
31,570
-555
43
$4.42M 0.36%
73,980
-340
44
$4.36M 0.36%
16,398
+359
45
$3.98M 0.33%
157,057
-4,494
46
$3.85M 0.32%
46,286
-1,791
47
$3.84M 0.32%
26,587
+63
48
$3.72M 0.31%
22,999
+381
49
$3.58M 0.3%
77,603
-256
50
$3.54M 0.29%
131,140
-8,868
1
2
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