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
1901
$4K ﹤0.01%
51
+3
1902
$4K ﹤0.01%
74
-16
1903
$4K ﹤0.01%
65
1904
$4K ﹤0.01%
104
+11
1905
$4K ﹤0.01%
112
1906
$4K ﹤0.01%
83
+23
1907
$4K ﹤0.01%
47
+17
1908
– –
0
1909
$4K ﹤0.01%
52
+26
1910
$4K ﹤0.01%
202
+171
1911
$4K ﹤0.01%
28
-3
1912
$4K ﹤0.01%
100
1913
$4K ﹤0.01%
17
1914
$4K ﹤0.01%
40
+11
1915
$4K ﹤0.01%
58
+6
1916
$4K ﹤0.01%
162
+49
1917
$4K ﹤0.01%
200
1918
$4K ﹤0.01%
60
+10
1919
$4K ﹤0.01%
76
+22
1920
$4K ﹤0.01%
154
1921
$4K ﹤0.01%
43
1922
$4K ﹤0.01%
42
+24
1923
$4K ﹤0.01%
229
+76
1924
$4K ﹤0.01%
191
+40
1925
$4K ﹤0.01%
51
+44
75 76
77
78 79