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
501
$168K 0.01%
1,907
-63
502
$167K 0.01%
3,580
+12
503
$167K 0.01%
4,120
504
$166K 0.01%
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-37
505
$166K 0.01%
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-190
506
– –
0
507
$165K 0.01%
2,434
508
$164K 0.01%
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509
$164K 0.01%
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-30
510
$163K 0.01%
115,098
-2,777
511
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512
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513
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1,685
514
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515
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516
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517
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519
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355
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3,317
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992
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522
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3,656
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523
$157K 0.01%
3,446
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524
$157K 0.01%
805
-4
525
$157K 0.01%
566
-30
19 20
21
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