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
1376
$17K ﹤0.01%
418
+7
1377
$17K ﹤0.01%
1,591
1378
$17K ﹤0.01%
4
-1
1379
$17K ﹤0.01%
1,737
+1,356
1380
$16K ﹤0.01%
293
1381
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400
1382
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250
1383
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141
-272
1384
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390
1385
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1386
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300
1387
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1388
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355
1389
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420
-300
1390
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313
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1391
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498
1392
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589
-251
1393
– –
0
1394
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2,085
-249
1395
$16K ﹤0.01%
313
-129
1396
$16K ﹤0.01%
289
-177
1397
$16K ﹤0.01%
273
1398
$15K ﹤0.01%
214
+88
1399
$15K ﹤0.01%
193
-102
1400
$15K ﹤0.01%
881
-81
54 55
56
57 58