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
1326
$19K ﹤0.01%
258
+76
1327
$19K ﹤0.01%
1,575
+30
1328
$19K ﹤0.01%
717
+3
1329
$19K ﹤0.01%
+394
1330
$19K ﹤0.01%
1,139
+128
1331
$19K ﹤0.01%
296
1332
$18K ﹤0.01%
1,056
-189
1333
$18K ﹤0.01%
546
1334
$18K ﹤0.01%
177
+8
1335
$18K ﹤0.01%
769
+38
1336
– –
0
1337
$18K ﹤0.01%
345
1338
$18K ﹤0.01%
311
-89
1339
$18K ﹤0.01%
530
1340
$18K ﹤0.01%
550
1341
$18K ﹤0.01%
486
1342
$18K ﹤0.01%
+1,000
1343
$18K ﹤0.01%
298
-84
1344
$18K ﹤0.01%
500
1345
$18K ﹤0.01%
598
+105
1346
$18K ﹤0.01%
458
+47
1347
$18K ﹤0.01%
433
-3
1348
$18K ﹤0.01%
3,990
-917
1349
$18K ﹤0.01%
536
+135
1350
$18K ﹤0.01%
241
52 53
54
55 56