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
1351
$18K ﹤0.01%
863
-22
1352
$18K ﹤0.01%
455
-22
1353
$18K ﹤0.01%
321
+21
1354
$18K ﹤0.01%
987
1355
$17K ﹤0.01%
705
1356
$17K ﹤0.01%
1,024
-3,952
1357
$17K ﹤0.01%
606
+20
1358
$17K ﹤0.01%
292
-500
1359
$17K ﹤0.01%
150
-105
1360
$17K ﹤0.01%
490
1361
$17K ﹤0.01%
361
1362
$17K ﹤0.01%
76
-2
1363
$17K ﹤0.01%
634
1364
$17K ﹤0.01%
358
-134
1365
$17K ﹤0.01%
535
1366
$17K ﹤0.01%
1,184
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1367
$17K ﹤0.01%
3,595
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1368
$17K ﹤0.01%
187
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1369
$17K ﹤0.01%
744
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1370
$17K ﹤0.01%
386
-202
1371
$17K ﹤0.01%
158
+1
1372
$17K ﹤0.01%
577
-40
1373
$17K ﹤0.01%
1,150
1374
$17K ﹤0.01%
991
-14
1375
$17K ﹤0.01%
86
+34
53 54
55
56 57