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
1401
$15K ﹤0.01%
400
1402
$15K ﹤0.01%
700
1403
$15K ﹤0.01%
1,300
1404
$15K ﹤0.01%
364
+2
1405
$15K ﹤0.01%
502
-130
1406
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105
1407
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16
+2
1408
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115
+100
1409
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183
1410
$15K ﹤0.01%
+200
1411
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200
1412
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+550
1413
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16
-1
1414
$15K ﹤0.01%
999
+888
1415
$14K ﹤0.01%
216
+39
1416
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7
-1
1417
$14K ﹤0.01%
95
-3
1418
$14K ﹤0.01%
475
1419
$14K ﹤0.01%
706
1420
$14K ﹤0.01%
217
-202
1421
$14K ﹤0.01%
271
1422
$14K ﹤0.01%
144
+25
1423
$14K ﹤0.01%
51
1424
$14K ﹤0.01%
1,106
+14
1425
$14K ﹤0.01%
320
-12
55 56
57
58 59