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
1201
$26K ﹤0.01%
700
-453
1202
$26K ﹤0.01%
1,166
+153
1203
$26K ﹤0.01%
796
1204
$26K ﹤0.01%
312
1205
$26K ﹤0.01%
1,678
-811
1206
$26K ﹤0.01%
321
+18
1207
$26K ﹤0.01%
950
1208
$26K ﹤0.01%
93
-22
1209
$26K ﹤0.01%
847
+13
1210
$26K ﹤0.01%
1,606
+162
1211
$26K ﹤0.01%
234
-5
1212
$25K ﹤0.01%
2,951
-1,510
1213
$25K ﹤0.01%
1,065
+298
1214
$25K ﹤0.01%
930
-26
1215
$25K ﹤0.01%
453
-6
1216
$25K ﹤0.01%
353
+10
1217
$25K ﹤0.01%
4,417
+872
1218
$25K ﹤0.01%
256
-53
1219
$25K ﹤0.01%
1,135
1220
$25K ﹤0.01%
977
+971
1221
$25K ﹤0.01%
1,363
-502
1222
$25K ﹤0.01%
355
1223
$25K ﹤0.01%
286
1224
$25K ﹤0.01%
246
+61
1225
$25K ﹤0.01%
687
+238
47 48
49
50 51