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
51
$3.52M 0.29%
31,254
-3,546
52
$3.5M 0.29%
29,888
+958
53
$3.46M 0.29%
95,309
-44,247
54
$3.37M 0.28%
19,153
-131
55
$3.3M 0.27%
15,926
+75
56
$3.23M 0.27%
19,633
+190
57
$3.22M 0.27%
66,237
-559
58
$3.19M 0.26%
12,515
-30
59
$3.18M 0.26%
25,979
+140
60
$3.17M 0.26%
71,608
-480
61
$3.13M 0.26%
20,893
+16
62
$3.06M 0.25%
45,246
-582
63
$2.99M 0.25%
8,045
+1,134
64
$2.92M 0.24%
35,467
+789
65
$2.89M 0.24%
73,589
+24
66
$2.78M 0.23%
58,714
-4,745
67
$2.59M 0.21%
26,887
+1,842
68
$2.52M 0.21%
15,459
+55
69
$2.48M 0.2%
28,479
70
$2.4M 0.2%
22,510
-283
71
$2.32M 0.19%
414,188
+53,527
72
$2.31M 0.19%
26,292
+957
73
$2.28M 0.19%
35,575
-1,268
74
$2.14M 0.18%
22,609
-209
75
$2.13M 0.18%
25,143
+2,414
1 2
3
4 5