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
1126
$31K ﹤0.01%
1,528
+10
1127
$31K ﹤0.01%
1,956
+16
1128
$31K ﹤0.01%
900
+5
1129
$31K ﹤0.01%
475
+9
1130
$31K ﹤0.01%
804
+1
1131
$31K ﹤0.01%
6,725
-1,100
1132
$31K ﹤0.01%
594
+1
1133
$31K ﹤0.01%
301
+2
1134
$31K ﹤0.01%
1,063
-23
1135
$31K ﹤0.01%
3,014
+241
1136
$31K ﹤0.01%
+255
1137
$31K ﹤0.01%
732
+6
1138
$31K ﹤0.01%
1,220
+115
1139
– –
0
1140
$31K ﹤0.01%
+646
1141
$31K ﹤0.01%
965
+222
1142
$30K ﹤0.01%
843
+62
1143
$30K ﹤0.01%
1,460
-302
1144
$30K ﹤0.01%
1,800
-500
1145
$30K ﹤0.01%
546
+5
1146
$30K ﹤0.01%
1,250
+250
1147
– –
0
1148
$30K ﹤0.01%
901
+803
1149
$30K ﹤0.01%
2,295
+110
1150
$30K ﹤0.01%
3,225
-1,188
44 45
46
47 48