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
1776
$5K ﹤0.01%
300
+68
1777
$5K ﹤0.01%
62
+3
1778
$5K ﹤0.01%
49
1779
$5K ﹤0.01%
82
-8
1780
$5K ﹤0.01%
272
+46
1781
$5K ﹤0.01%
68
1782
$5K ﹤0.01%
104
+2
1783
$5K ﹤0.01%
106
-8
1784
$5K ﹤0.01%
100
1785
$5K ﹤0.01%
271
-8
1786
$5K ﹤0.01%
65
1787
$5K ﹤0.01%
171
-9
1788
$5K ﹤0.01%
120
1789
$5K ﹤0.01%
163
1790
$5K ﹤0.01%
131
1791
$5K ﹤0.01%
39
1792
$5K ﹤0.01%
128
+27
1793
$5K ﹤0.01%
150
+43
1794
$5K ﹤0.01%
453
-14
1795
$5K ﹤0.01%
159
-18
1796
$5K ﹤0.01%
280
+46
1797
$5K ﹤0.01%
425
+32
1798
$5K ﹤0.01%
76
+5
1799
$5K ﹤0.01%
75
+21
1800
$5K ﹤0.01%
202
+54
70 71
72
73 74