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
$4K ﹤0.01%
47
-3
1952
$4K ﹤0.01%
116
+10
1953
$4K ﹤0.01%
89
+22
1954
$4K ﹤0.01%
44
+6
1955
$4K ﹤0.01%
50
1956
$4K ﹤0.01%
50
+11
1957
$4K ﹤0.01%
16
1958
$4K ﹤0.01%
52
1959
$4K ﹤0.01%
37
1960
$4K ﹤0.01%
84
+23
1961
$4K ﹤0.01%
28
1962
$4K ﹤0.01%
21
+8
1963
$4K ﹤0.01%
51
+10
1964
$4K ﹤0.01%
83
1965
$4K ﹤0.01%
62
+9
1966
$4K ﹤0.01%
94
+32
1967
$4K ﹤0.01%
112
+95
1968
$4K ﹤0.01%
125
+32
1969
$4K ﹤0.01%
56
1970
$4K ﹤0.01%
69
+22
1971
$4K ﹤0.01%
166
+44
1972
$4K ﹤0.01%
53
1973
– –
0
1974
$4K ﹤0.01%
1,702
1975
$4K ﹤0.01%
1,695
+1,178
77 78
79
80 81