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
551
$143K 0.01%
931
+13
552
– –
0
553
$142K 0.01%
6,117
-786
554
$142K 0.01%
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$142K 0.01%
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556
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1,057
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-19
558
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559
$138K 0.01%
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-1,423
560
$138K 0.01%
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-276
561
$138K 0.01%
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562
$138K 0.01%
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564
$137K 0.01%
892
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565
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867
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567
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571
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4,814
572
$134K 0.01%
9,554
573
$134K 0.01%
2,330
574
$134K 0.01%
1,039
-431
575
$134K 0.01%
2,361
-285
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