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
1501
$10K ﹤0.01%
352
+1
1502
$10K ﹤0.01%
339
1503
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+415
1504
$10K ﹤0.01%
265
1505
$10K ﹤0.01%
1,894
1506
$10K ﹤0.01%
22,667
1507
$10K ﹤0.01%
424
1508
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74
1509
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+300
1510
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396
1511
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80
+11
1512
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199
1513
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218
-27
1514
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152
-54
1515
$10K ﹤0.01%
1,825
1516
$10K ﹤0.01%
126
1517
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110
-23
1518
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207
-10
1519
$10K ﹤0.01%
+84
1520
$10K ﹤0.01%
500
1521
$10K ﹤0.01%
500
1522
$10K ﹤0.01%
451
1523
$10K ﹤0.01%
555
-131
1524
$10K ﹤0.01%
200
1525
$10K ﹤0.01%
152
59 60
61
62 63