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
601
$125K 0.01%
1,453
-57
602
$125K 0.01%
1,904
+304
603
$124K 0.01%
3,279
604
$124K 0.01%
1,886
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605
$124K 0.01%
4,175
606
$123K 0.01%
1,505
-33
607
$123K 0.01%
2,812
-171
608
$123K 0.01%
1,361
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609
$122K 0.01%
1,394
-168
610
$122K 0.01%
2,495
+300
611
$122K 0.01%
1,013
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612
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4,820
-203
613
$120K 0.01%
2,203
-108
614
$119K 0.01%
14,500
615
$119K 0.01%
934
616
$119K 0.01%
1,896
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617
$118K 0.01%
2,466
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618
$118K 0.01%
9,735
619
$117K 0.01%
1,632
-752
620
$117K 0.01%
2,966
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621
$117K 0.01%
4,092
-459
622
$116K 0.01%
1,868
+15
623
$116K 0.01%
632
+9
624
$116K 0.01%
1,667
-229
625
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0
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