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
626
$115K 0.01%
1,399
627
$115K 0.01%
+7,231
628
$115K 0.01%
5,508
-452
629
$115K 0.01%
1,822
-374
630
$115K 0.01%
5,890
-1,621
631
$115K 0.01%
599
+55
632
$114K 0.01%
4,349
-15
633
$114K 0.01%
1,011
634
$114K 0.01%
3,301
635
$114K 0.01%
5,530
-910
636
$113K 0.01%
601
+109
637
$113K 0.01%
929
+5
638
$113K 0.01%
1,237
-882
639
$112K 0.01%
3,946
-135
640
$111K 0.01%
5,571
+440
641
$111K 0.01%
1,097
-416
642
– –
0
643
$110K 0.01%
4,232
644
$110K 0.01%
1,570
-416
645
$110K 0.01%
12,981
+12,664
646
$109K 0.01%
1,163
+227
647
$109K 0.01%
8,115
+12
648
$109K 0.01%
9,318
+42
649
$109K 0.01%
1,296
-170
650
$109K 0.01%
1,001
+87
24 25
26
27 28