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
101
$1.42M 0.12%
9,803
+811
102
$1.42M 0.12%
19,392
+659
103
$1.42M 0.12%
3,014
-39
104
$1.42M 0.12%
202,320
-1,960
105
$1.39M 0.11%
12,115
+5
106
$1.37M 0.11%
16,848
-680
107
$1.33M 0.11%
7,398
-287
108
$1.33M 0.11%
6,584
-4
109
$1.31M 0.11%
11,591
-60
110
$1.28M 0.11%
16,539
+600
111
$1.27M 0.1%
54,930
+2,865
112
$1.27M 0.1%
26,197
+17,762
113
$1.26M 0.1%
4,679
+391
114
$1.26M 0.1%
29,829
+23,991
115
$1.23M 0.1%
23,195
-571
116
$1.22M 0.1%
21,710
-262
117
$1.2M 0.1%
26,303
+279
118
$1.19M 0.1%
5,540
-125
119
$1.19M 0.1%
15,062
-27
120
$1.19M 0.1%
50,298
-3,466
121
$1.18M 0.1%
17,068
+2,580
122
$1.18M 0.1%
47,850
+580
123
$1.17M 0.1%
32,607
+4
124
$1.17M 0.1%
3,263
+13
125
$1.17M 0.1%
21,544
-1,278
3 4
5
6 7