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
526
$156K 0.01%
2,919
-950
527
$155K 0.01%
2,428
-180
528
$155K 0.01%
144
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529
$154K 0.01%
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530
$154K 0.01%
7,110
+35
531
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2,032
532
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533
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534
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9,350
-1,495
535
$152K 0.01%
5,603
+2,255
536
$152K 0.01%
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-10
537
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5,319
-2,234
539
$149K 0.01%
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540
$148K 0.01%
792
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541
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$147K 0.01%
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546
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547
$145K 0.01%
928
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$145K 0.01%
8,891
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549
$145K 0.01%
886
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550
$144K 0.01%
1,020
20 21
22
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