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
1426
$14K ﹤0.01%
380
1427
$13K ﹤0.01%
1,289
+110
1428
$13K ﹤0.01%
312
+15
1429
$13K ﹤0.01%
186
1430
$13K ﹤0.01%
193
+36
1431
$13K ﹤0.01%
186
1432
$13K ﹤0.01%
461
+14
1433
$13K ﹤0.01%
1,400
1434
$13K ﹤0.01%
1,459
1435
$13K ﹤0.01%
396
1436
$13K ﹤0.01%
250
1437
$13K ﹤0.01%
176
+6
1438
$13K ﹤0.01%
235
-29
1439
$13K ﹤0.01%
3,862
1440
$13K ﹤0.01%
520
1441
$13K ﹤0.01%
513
1442
$13K ﹤0.01%
92
+12
1443
$13K ﹤0.01%
279
+18
1444
$13K ﹤0.01%
259
-29
1445
– –
0
1446
– –
0
1447
$13K ﹤0.01%
500
1448
$13K ﹤0.01%
944
+846
1449
$13K ﹤0.01%
697
+65
1450
$13K ﹤0.01%
366
-880
56 57
58
59 60