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
76
$2.12M 0.17%
72,046
-1,047
77
$2.1M 0.17%
37,000
-3,654
78
$2.09M 0.17%
190,000
79
$2.08M 0.17%
31,213
-361
80
$2.04M 0.17%
57,473
+3,169
81
$2.02M 0.17%
25,074
-2,604
82
$2.02M 0.17%
12,680
-241
83
$2M 0.16%
11,960
-605
84
$1.96M 0.16%
8,349
+41
85
$1.91M 0.16%
37,056
-698
86
$1.89M 0.16%
2,724
87
$1.86M 0.15%
37,852
+1,521
88
$1.85M 0.15%
35,143
-803
89
$1.84M 0.15%
15,881
-89
90
$1.82M 0.15%
14,068
-796
91
$1.76M 0.15%
56,394
-1,137
92
$1.74M 0.14%
41,396
-436
93
$1.7M 0.14%
7,048
-500
94
$1.7M 0.14%
28,114
+476
95
$1.67M 0.14%
12,522
-1,331
96
$1.64M 0.13%
25,000
97
$1.59M 0.13%
22,170
+983
98
$1.54M 0.13%
7,415
-595
99
$1.47M 0.12%
12,968
-24
100
$1.47M 0.12%
22,824
+1,776
2 3
4
5 6