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
1026
$42K ﹤0.01%
700
1027
– –
0
1028
$42K ﹤0.01%
323
1029
$42K ﹤0.01%
458
-107
1030
$41K ﹤0.01%
180
+25
1031
$41K ﹤0.01%
1,839
+44
1032
$41K ﹤0.01%
904
-37
1033
$41K ﹤0.01%
2,816
+104
1034
$41K ﹤0.01%
1,632
+19
1035
$41K ﹤0.01%
688
+5
1036
$41K ﹤0.01%
2,145
1037
$41K ﹤0.01%
930
-1,762
1038
$41K ﹤0.01%
1,502
+20
1039
$41K ﹤0.01%
1,135
1040
$41K ﹤0.01%
373
-221
1041
$41K ﹤0.01%
810
-143
1042
$40K ﹤0.01%
504
-192
1043
$40K ﹤0.01%
6,861
1044
$40K ﹤0.01%
1,218
+401
1045
$40K ﹤0.01%
900
1046
$40K ﹤0.01%
292
-7
1047
$40K ﹤0.01%
937
-14
1048
$40K ﹤0.01%
534
1049
$40K ﹤0.01%
1,986
-326
1050
$39K ﹤0.01%
952
-485
40 41
42
43 44