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
751
$86K 0.01%
1,702
+78
752
$85K 0.01%
1,079
+99
753
$85K 0.01%
4,000
754
$85K 0.01%
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755
$85K 0.01%
1,261
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756
$84K 0.01%
407
-62
757
$84K 0.01%
4,454
758
$83K 0.01%
3,351
759
$83K 0.01%
2,394
+1,689
760
$83K 0.01%
421
+17
761
$83K 0.01%
10,361
+44
762
$83K 0.01%
1,916
-32
763
$83K 0.01%
2,652
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764
$83K 0.01%
4,007
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$82K 0.01%
6,600
-459
766
$82K 0.01%
2,197
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767
$82K 0.01%
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$82K 0.01%
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769
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3,033
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$82K 0.01%
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$82K 0.01%
1,166
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772
$82K 0.01%
1,363
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773
$81K 0.01%
446
+10
774
$81K 0.01%
1,400
775
$81K 0.01%
1,667
29 30
31
32 33