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
1851
$5K ﹤0.01%
243
+33
1852
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160
+4
1853
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1854
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77
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1855
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164
+24
1856
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147
+19
1857
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1858
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296
+52
1859
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262
+109
1860
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246
+2
1861
$5K ﹤0.01%
489
1862
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105
1863
$5K ﹤0.01%
1,754
1864
$5K ﹤0.01%
95
+28
1865
$4K ﹤0.01%
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1866
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50
1867
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1868
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111
+33
1869
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93
-16
1870
$4K ﹤0.01%
332
+11
1871
$4K ﹤0.01%
111
1872
$4K ﹤0.01%
96
+33
1873
$4K ﹤0.01%
223
+87
1874
$4K ﹤0.01%
85
+25
1875
$4K ﹤0.01%
75
+5
73 74
75
76 77