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
1251
$23K ﹤0.01%
337
-113
1252
$23K ﹤0.01%
1,030
1253
$23K ﹤0.01%
2,631
+139
1254
$23K ﹤0.01%
169
1255
$23K ﹤0.01%
635
+39
1256
– –
0
1257
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205
-12
1258
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270
1259
$23K ﹤0.01%
185
1260
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330
+15
1261
$23K ﹤0.01%
1,259
+248
1262
$23K ﹤0.01%
400
-599
1263
$23K ﹤0.01%
750
1264
$23K ﹤0.01%
519
-23
1265
$22K ﹤0.01%
356
1266
$22K ﹤0.01%
1,747
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1267
$22K ﹤0.01%
312
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1268
$22K ﹤0.01%
1,190
+48
1269
$22K ﹤0.01%
503
1270
$22K ﹤0.01%
560
1271
$22K ﹤0.01%
625
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1272
$22K ﹤0.01%
1,246
-483
1273
$22K ﹤0.01%
805
+493
1274
$22K ﹤0.01%
500
-170
1275
$22K ﹤0.01%
453
+3
49 50
51
52 53