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
476
$187K 0.02%
2,085
-385
477
$187K 0.02%
1,969
+47
478
– –
0
479
$186K 0.02%
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-2,158
480
$186K 0.02%
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-552
481
$186K 0.02%
5,021
+8
482
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458
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483
$184K 0.02%
4,540
+158
484
$183K 0.02%
1,625
+46
485
$183K 0.02%
3,086
-103
486
$182K 0.02%
3,236
487
$181K 0.01%
18,326
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488
$181K 0.01%
3,481
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489
$180K 0.01%
2,355
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490
$179K 0.01%
3,884
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491
$178K 0.01%
2,635
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492
$178K 0.01%
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4,281
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495
$176K 0.01%
3,252
496
$171K 0.01%
3,203
-120
497
$171K 0.01%
1,849
-1
498
$171K 0.01%
2,527
+5
499
$170K 0.01%
3,807
-308
500
$168K 0.01%
4,220
18 19
20
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