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
1151
$30K ﹤0.01%
2,000
1152
$30K ﹤0.01%
432
-32
1153
$30K ﹤0.01%
1,229
-374
1154
$30K ﹤0.01%
351
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1155
$30K ﹤0.01%
2,287
+7
1156
$30K ﹤0.01%
804
+4
1157
$30K ﹤0.01%
1,270
1158
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95
+17
1159
$29K ﹤0.01%
470
+22
1160
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961
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1162
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500
1163
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721
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1164
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271
+3
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656
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$29K ﹤0.01%
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630
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1,397
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1169
$29K ﹤0.01%
548
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1170
$28K ﹤0.01%
400
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1171
$28K ﹤0.01%
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1172
$28K ﹤0.01%
623
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1173
– –
0
1174
$28K ﹤0.01%
429
-182
1175
$28K ﹤0.01%
170
+132
45 46
47
48 49