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
901
$60K ﹤0.01%
3,819
+1,857
902
$60K ﹤0.01%
422
903
$59K ﹤0.01%
1,674
904
$59K ﹤0.01%
636
+18
905
$59K ﹤0.01%
291
-62
906
$59K ﹤0.01%
700
+24
907
$59K ﹤0.01%
695
+47
908
$59K ﹤0.01%
1,617
+277
909
$58K ﹤0.01%
1,216
-354
910
$58K ﹤0.01%
4,509
+89
911
– –
0
912
$58K ﹤0.01%
432
-63
913
$58K ﹤0.01%
518
+106
914
$58K ﹤0.01%
96
+8
915
$58K ﹤0.01%
4,202
916
$58K ﹤0.01%
1,190
917
$58K ﹤0.01%
614
918
$57K ﹤0.01%
3,070
-450
919
$57K ﹤0.01%
3,378
-17
920
$57K ﹤0.01%
1,205
-177
921
$57K ﹤0.01%
1,556
-162
922
$56K ﹤0.01%
5,000
923
$56K ﹤0.01%
2,645
+1,342
924
$56K ﹤0.01%
2,798
-786
925
$56K ﹤0.01%
2,164
+4
35 36
37
38 39