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
1701
$7K ﹤0.01%
489
+118
1702
$7K ﹤0.01%
298
-344
1703
$6K ﹤0.01%
201
-1,213
1704
$6K ﹤0.01%
122
1705
$6K ﹤0.01%
1,000
1706
$6K ﹤0.01%
483
+204
1707
$6K ﹤0.01%
101
+23
1708
$6K ﹤0.01%
276
+82
1709
$6K ﹤0.01%
131
+38
1710
$6K ﹤0.01%
155
+1
1711
$6K ﹤0.01%
84
+15
1712
$6K ﹤0.01%
92
+14
1713
$6K ﹤0.01%
195
1714
$6K ﹤0.01%
295
+56
1715
$6K ﹤0.01%
77
+13
1716
$6K ﹤0.01%
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1717
$6K ﹤0.01%
565
1718
$6K ﹤0.01%
165
+66
1719
$6K ﹤0.01%
98
1720
$6K ﹤0.01%
39
-43
1721
$6K ﹤0.01%
46
+20
1722
$6K ﹤0.01%
211
-37
1723
$6K ﹤0.01%
34
1724
$6K ﹤0.01%
141
+4
1725
$6K ﹤0.01%
35
+5
67 68
69
70 71