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
1676
$7K ﹤0.01%
218
+47
1677
$7K ﹤0.01%
126
-18
1678
$7K ﹤0.01%
180
1679
$7K ﹤0.01%
1,000
1680
$7K ﹤0.01%
115
1681
$7K ﹤0.01%
649
+25
1682
– –
0
1683
$7K ﹤0.01%
51
-50
1684
$7K ﹤0.01%
145
-36
1685
$7K ﹤0.01%
166
-7
1686
$7K ﹤0.01%
110
1687
$7K ﹤0.01%
261
1688
$7K ﹤0.01%
262
+69
1689
$7K ﹤0.01%
184
+1
1690
$7K ﹤0.01%
341
+17
1691
$7K ﹤0.01%
965
1692
$7K ﹤0.01%
151
1693
$7K ﹤0.01%
175
+23
1694
$7K ﹤0.01%
194
1695
$7K ﹤0.01%
113
+8
1696
$7K ﹤0.01%
354
+30
1697
$7K ﹤0.01%
489
+118
1698
$7K ﹤0.01%
298
-344
1699
$7K ﹤0.01%
476
-10
1700
$7K ﹤0.01%
1,400
66 67
68
69 70