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
1001
$46K ﹤0.01%
456
-103
1002
$46K ﹤0.01%
1,245
+278
1003
$46K ﹤0.01%
1,996
-13
1004
$46K ﹤0.01%
574
-154
1005
$46K ﹤0.01%
918
1006
– –
0
1007
$45K ﹤0.01%
960
-404
1008
$45K ﹤0.01%
7,306
+1,338
1009
$44K ﹤0.01%
970
-204
1010
$44K ﹤0.01%
2,145
1011
$44K ﹤0.01%
2,615
+193
1012
$44K ﹤0.01%
1,918
-2,243
1013
$44K ﹤0.01%
1,500
1014
$44K ﹤0.01%
1,634
-171
1015
$44K ﹤0.01%
538
1016
$44K ﹤0.01%
1,394
1017
$43K ﹤0.01%
516
+65
1018
$43K ﹤0.01%
3,483
+3,092
1019
$43K ﹤0.01%
1,053
+36
1020
$43K ﹤0.01%
735
1021
$43K ﹤0.01%
7,594
+94
1022
$43K ﹤0.01%
880
-1
1023
$42K ﹤0.01%
600
1024
$42K ﹤0.01%
405
-52
1025
$42K ﹤0.01%
1,415
-154
39 40
41
42 43