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
1826
$5K ﹤0.01%
300
1827
$5K ﹤0.01%
206
+83
1828
$5K ﹤0.01%
200
-100
1829
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45
+14
1830
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60
+7
1831
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123
+21
1832
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481
-5
1833
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47
+1
1834
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35
+16
1835
$5K ﹤0.01%
109
+18
1836
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67
+63
1837
$5K ﹤0.01%
301
-56
1838
$5K ﹤0.01%
567
+31
1839
$5K ﹤0.01%
122
+9
1840
$5K ﹤0.01%
90
+20
1841
– –
0
1842
$5K ﹤0.01%
374
+83
1843
$5K ﹤0.01%
134
+31
1844
$5K ﹤0.01%
144
+1
1845
$5K ﹤0.01%
328
-73
1846
$5K ﹤0.01%
428
1847
$5K ﹤0.01%
90
1848
$5K ﹤0.01%
152
+2
1849
$5K ﹤0.01%
157
+28
1850
$5K ﹤0.01%
173
+166
72 73
74
75 76