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
1926
$4K ﹤0.01%
137
-526
1927
$4K ﹤0.01%
174
1928
$4K ﹤0.01%
70
1929
$4K ﹤0.01%
113
+17
1930
$4K ﹤0.01%
27
1931
$4K ﹤0.01%
300
+120
1932
$4K ﹤0.01%
171
1933
$4K ﹤0.01%
102
1934
$4K ﹤0.01%
61
+8
1935
$4K ﹤0.01%
34
+25
1936
$4K ﹤0.01%
41
+15
1937
$4K ﹤0.01%
87
+35
1938
$4K ﹤0.01%
34
1939
$4K ﹤0.01%
115
+5
1940
$4K ﹤0.01%
122
+40
1941
$4K ﹤0.01%
41
1942
$4K ﹤0.01%
153
1943
$4K ﹤0.01%
220
-1,000
1944
$4K ﹤0.01%
100
-11
1945
$4K ﹤0.01%
91
+8
1946
$4K ﹤0.01%
96
+15
1947
$4K ﹤0.01%
86
+22
1948
$4K ﹤0.01%
101
1949
$4K ﹤0.01%
319
1950
$4K ﹤0.01%
37
+10
76 77
78
79 80