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
176
$766K 0.06%
2,215
+250
177
$765K 0.06%
6,871
-136
178
$750K 0.06%
18,679
+7,964
179
$735K 0.06%
8,812
+22
180
$723K 0.06%
34,199
+4,666
181
$721K 0.06%
5,171
182
$718K 0.06%
8,282
-866
183
$714K 0.06%
2,926
+319
184
$714K 0.06%
6,653
-719
185
$707K 0.06%
6,007
+377
186
$699K 0.06%
13,099
+1,583
187
$699K 0.06%
3,654
-99
188
$699K 0.06%
3,380
-231
189
$693K 0.06%
10,373
+41
190
$689K 0.06%
4,287
-112
191
$688K 0.06%
10,155
-4,959
192
$681K 0.06%
6,244
-161
193
$679K 0.06%
13,987
-1,131
194
$669K 0.06%
3,709
-190
195
$659K 0.05%
8,649
-34
196
$658K 0.05%
2,896
+38
197
$654K 0.05%
20,243
+531
198
$649K 0.05%
11,230
+1,083
199
$648K 0.05%
14,080
+4,000
200
$645K 0.05%
39,079
+10
6 7
8
9 10