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
1951
– –
0
1952
$4K ﹤0.01%
1,702
1953
$4K ﹤0.01%
1,695
+1,178
1954
$4K ﹤0.01%
91
-5
1955
$4K ﹤0.01%
158
+75
1956
$4K ﹤0.01%
90
1957
$4K ﹤0.01%
437
+61
1958
– –
0
1959
$4K ﹤0.01%
201
+76
1960
$4K ﹤0.01%
53
1961
$4K ﹤0.01%
64
+13
1962
$4K ﹤0.01%
71
+23
1963
$4K ﹤0.01%
130
+31
1964
$4K ﹤0.01%
60
+15
1965
$4K ﹤0.01%
300
1966
$4K ﹤0.01%
50
1967
$4K ﹤0.01%
67
1968
$4K ﹤0.01%
111
+33
1969
$4K ﹤0.01%
93
-16
1970
$4K ﹤0.01%
75
+5
1971
$4K ﹤0.01%
298
+77
1972
$4K ﹤0.01%
116
-168
1973
$4K ﹤0.01%
159
+2
1974
$4K ﹤0.01%
122
+27
1975
$4K ﹤0.01%
147
+39
77 78
79
80 81