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
1101
$34K ﹤0.01%
1,112
-1,934
1102
$34K ﹤0.01%
410
-57
1103
$33K ﹤0.01%
346
+316
1104
$33K ﹤0.01%
1,038
1105
$33K ﹤0.01%
844
+4
1106
$33K ﹤0.01%
1,289
+77
1107
$33K ﹤0.01%
1,000
1108
$33K ﹤0.01%
1,291
-828
1109
$33K ﹤0.01%
1,733
+95
1110
$33K ﹤0.01%
1,595
+344
1111
$33K ﹤0.01%
560
+72
1112
$33K ﹤0.01%
722
+14
1113
$33K ﹤0.01%
9,900
1114
$33K ﹤0.01%
2,158
-1,005
1115
$33K ﹤0.01%
3,010
+950
1116
$32K ﹤0.01%
855
-4
1117
$32K ﹤0.01%
660
1118
$32K ﹤0.01%
1,308
1119
$32K ﹤0.01%
1,907
-32
1120
$32K ﹤0.01%
1,750
1121
$32K ﹤0.01%
1,925
+41
1122
$32K ﹤0.01%
1,100
1123
$32K ﹤0.01%
1,748
-4
1124
$32K ﹤0.01%
192
-41
1125
$32K ﹤0.01%
1,584
+27
43 44
45
46 47