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
1051
$39K ﹤0.01%
2,371
+135
1052
$39K ﹤0.01%
232
+10
1053
$39K ﹤0.01%
1,562
-632
1054
$39K ﹤0.01%
394
+160
1055
$39K ﹤0.01%
1,009
+88
1056
$39K ﹤0.01%
1,630
-548
1057
$39K ﹤0.01%
749
+15
1058
$38K ﹤0.01%
668
+3
1059
$38K ﹤0.01%
1,150
+8
1060
$38K ﹤0.01%
314
-237
1061
$38K ﹤0.01%
2,190
-575
1062
$38K ﹤0.01%
539
+89
1063
$38K ﹤0.01%
2,758
+356
1064
– –
0
1065
$38K ﹤0.01%
418
-290
1066
$38K ﹤0.01%
1,090
+149
1067
$38K ﹤0.01%
659
+59
1068
$37K ﹤0.01%
1,130
1069
$37K ﹤0.01%
611
+2
1070
$37K ﹤0.01%
3,306
+206
1071
$37K ﹤0.01%
313
1072
$37K ﹤0.01%
803
-399
1073
$37K ﹤0.01%
2,089
1074
$36K ﹤0.01%
924
-202
1075
$36K ﹤0.01%
1,097
-134
41 42
43
44 45