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
976
$50K ﹤0.01%
451
-83
977
$50K ﹤0.01%
823
+95
978
$50K ﹤0.01%
1,665
979
$49K ﹤0.01%
440
-58
980
$49K ﹤0.01%
762
-1
981
$49K ﹤0.01%
2,100
982
$49K ﹤0.01%
940
-3,658
983
$49K ﹤0.01%
1,551
-178
984
$48K ﹤0.01%
490
-91
985
$48K ﹤0.01%
944
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986
$48K ﹤0.01%
855
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987
$48K ﹤0.01%
423
988
$48K ﹤0.01%
1,986
+948
989
– –
0
990
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1,921
-96
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$47K ﹤0.01%
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992
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158
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993
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1,062
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994
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995
$47K ﹤0.01%
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996
$47K ﹤0.01%
398
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997
$47K ﹤0.01%
2,811
-680
998
$46K ﹤0.01%
2,675
+1,000
999
– –
0
1000
$46K ﹤0.01%
234
+59
38 39
40
41 42