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
1276
$22K ﹤0.01%
156
1277
$22K ﹤0.01%
1,465
+368
1278
$22K ﹤0.01%
471
1279
$22K ﹤0.01%
3,516
+2,232
1280
$22K ﹤0.01%
880
+48
1281
$21K ﹤0.01%
258
1282
$21K ﹤0.01%
8,774
1283
$21K ﹤0.01%
228
+1
1284
$21K ﹤0.01%
556
1285
$21K ﹤0.01%
267
1286
$21K ﹤0.01%
1,448
+36
1287
$21K ﹤0.01%
1,061
+207
1288
$21K ﹤0.01%
7,584
+295
1289
$21K ﹤0.01%
428
+13
1290
$21K ﹤0.01%
1,376
-669
1291
$21K ﹤0.01%
780
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1292
$21K ﹤0.01%
195
-3
1293
$21K ﹤0.01%
696
1294
$21K ﹤0.01%
1,307
-1,144
1295
$21K ﹤0.01%
530
+111
1296
$21K ﹤0.01%
596
+116
1297
$21K ﹤0.01%
416
+58
1298
$20K ﹤0.01%
1,000
1299
$20K ﹤0.01%
549
-112
1300
$20K ﹤0.01%
489
-135
50 51
52
53 54