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
1226
$25K ﹤0.01%
82
+40
1227
$24K ﹤0.01%
547
-1,309
1228
$24K ﹤0.01%
1,471
-418
1229
$24K ﹤0.01%
310
-4
1230
$24K ﹤0.01%
480
1231
$24K ﹤0.01%
135
1232
$24K ﹤0.01%
2,627
-797
1233
$24K ﹤0.01%
773
+94
1234
$24K ﹤0.01%
209
+14
1235
$24K ﹤0.01%
1,470
1236
$24K ﹤0.01%
2,384
+315
1237
$24K ﹤0.01%
396
+51
1238
– –
0
1239
$24K ﹤0.01%
846
1240
$24K ﹤0.01%
250
1241
$24K ﹤0.01%
418
-240
1242
$23K ﹤0.01%
428
-147
1243
$23K ﹤0.01%
1,653
-803
1244
$23K ﹤0.01%
107
1245
$23K ﹤0.01%
543
-67
1246
$23K ﹤0.01%
194
-128
1247
$23K ﹤0.01%
1,135
1248
$23K ﹤0.01%
831
-566
1249
$23K ﹤0.01%
1,617
-329
1250
$23K ﹤0.01%
1,642
+23
48 49
50
51 52