WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Return
10.92%
This Quarter Return
+5.4%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$1.21B
AUM Growth
+$110M
(+9.9%)
Cap. Flow
+$53M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
40.84%
Holding
2,652
New
77
Increased
879
Reduced
778
Closed
123
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$22.6M |
| 2 |
Accenture
ACN
|
+$11.4M |
| 3 |
KTWO
K2M Group Holdings, Inc
KTWO
|
+$5.97M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$4.29M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$4.24M |
Top Sells
| 1 |
United Bankshares
UBSI
|
+$1.61M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$508K |
| 3 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
+$402K |
| 4 |
SPDR Gold Trust
GLD
|
+$400K |
| 5 |
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% |
