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
651
$109K 0.01%
2,878
+4
652
$108K 0.01%
2,083
653
$108K 0.01%
993
-80
654
$108K 0.01%
6,090
+201
655
$108K 0.01%
2,455
+1,293
656
$108K 0.01%
914
657
$107K 0.01%
7,713
+384
658
$107K 0.01%
6,152
-29
659
$107K 0.01%
1,984
-29
660
$106K 0.01%
3,632
-314
661
$106K 0.01%
3,419
-1,591
662
$106K 0.01%
1,530
+149
663
$106K 0.01%
678
-54
664
$105K 0.01%
3,115
-153
665
$105K 0.01%
2,263
666
$105K 0.01%
2,508
-40
667
$105K 0.01%
612
+9
668
$105K 0.01%
7,895
-2,539
669
$105K 0.01%
914
670
$104K 0.01%
1,019
+136
671
$104K 0.01%
2,553
-985
672
$103K 0.01%
2,568
+77
673
$103K 0.01%
1,283
674
$103K 0.01%
3,145
675
$103K 0.01%
10,679
+289
25 26
27
28 29