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
926
$55K ﹤0.01%
2,122
-94
927
$55K ﹤0.01%
756
+40
928
$55K ﹤0.01%
6,100
-13,900
929
$55K ﹤0.01%
1,189
-524
930
– –
0
931
$54K ﹤0.01%
2,292
+362
932
$54K ﹤0.01%
2,527
-4
933
$54K ﹤0.01%
3,834
-3,048
934
$54K ﹤0.01%
198
935
$54K ﹤0.01%
203
-2
936
$54K ﹤0.01%
2,637
+119
937
– –
0
938
$53K ﹤0.01%
495
939
$53K ﹤0.01%
1,624
+95
940
$53K ﹤0.01%
456
+24
941
$53K ﹤0.01%
1,383
+60
942
$53K ﹤0.01%
748
943
$53K ﹤0.01%
1,045
+1,037
944
$53K ﹤0.01%
1,447
-189
945
$53K ﹤0.01%
1,161
-2
946
$52K ﹤0.01%
787
+19
947
$52K ﹤0.01%
212
+2
948
$52K ﹤0.01%
1,022
-38
949
$52K ﹤0.01%
202
950
$52K ﹤0.01%
1,121
+68
36 37
38
39 40