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
1176
$28K ﹤0.01%
7,970
+869
1177
$28K ﹤0.01%
207
-3
1178
$28K ﹤0.01%
1,365
1179
$28K ﹤0.01%
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1180
$28K ﹤0.01%
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-513
1181
$28K ﹤0.01%
5,788
-77
1182
$27K ﹤0.01%
783
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1183
$27K ﹤0.01%
486
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1184
$27K ﹤0.01%
332
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1185
$27K ﹤0.01%
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1186
$27K ﹤0.01%
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1187
– –
0
1188
$27K ﹤0.01%
344
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1189
$27K ﹤0.01%
1,568
-31
1190
$26K ﹤0.01%
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1191
$26K ﹤0.01%
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1192
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1193
$26K ﹤0.01%
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1194
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1,281
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1195
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358
-11
1196
$26K ﹤0.01%
266
1197
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+878
1198
$26K ﹤0.01%
588
1199
$26K ﹤0.01%
628
1200
$26K ﹤0.01%
8,681
-2,329
46 47
48
49 50