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
126
$1.15M 0.09%
3,078
-142
127
$1.14M 0.09%
13,658
-254
128
$1.13M 0.09%
7,221
+251
129
$1.12M 0.09%
4,992
-1
130
$1.08M 0.09%
11,010
+8
131
$1.07M 0.09%
6,481
-24
132
$1.05M 0.09%
15,664
-601
133
$1.03M 0.09%
14,509
-235
134
$1.03M 0.08%
11,693
+2,175
135
$1.02M 0.08%
25,788
+417
136
$1.01M 0.08%
8,419
+874
137
$1.01M 0.08%
6,596
+315
138
$1M 0.08%
6,606
+717
139
$990K 0.08%
9,300
+361
140
$986K 0.08%
8,581
-4
141
$984K 0.08%
22,918
-3,047
142
$981K 0.08%
12,671
+30
143
$980K 0.08%
6,568
+499
144
$963K 0.08%
9,785
+534
145
$957K 0.08%
12,400
-397
146
$951K 0.08%
12,311
+305
147
$950K 0.08%
7,793
-141
148
$943K 0.08%
8,521
149
$918K 0.08%
12,688
+1,592
150
$917K 0.08%
6,732
-96
4 5
6
7 8