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
151
$916K 0.08%
6,083
-100
152
$913K 0.08%
28,821
+3,425
153
$905K 0.07%
15,013
+8,113
154
$904K 0.07%
14,569
-152
155
$900K 0.07%
10,412
+19
156
$898K 0.07%
10,175
+2,019
157
$894K 0.07%
67,845
158
$883K 0.07%
4,311
+37
159
$882K 0.07%
23,307
160
$869K 0.07%
7,443
-129
161
$861K 0.07%
26,002
-100
162
$852K 0.07%
58,756
-4,124
163
$850K 0.07%
36,152
+2,924
164
$849K 0.07%
4,528
+7
165
$843K 0.07%
6,608
+641
166
$839K 0.07%
8,652
+1,505
167
$835K 0.07%
2,362
+110
168
$822K 0.07%
4,374
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169
$817K 0.07%
21,623
+8
170
$810K 0.07%
13,289
-1,917
171
$798K 0.07%
5,636
-160
172
$796K 0.07%
15,606
173
$796K 0.07%
12,628
174
$794K 0.07%
10,888
+1,217
175
$775K 0.06%
7,768
+805
5 6
7
8 9