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
1976
$4K ﹤0.01%
125
1977
$4K ﹤0.01%
51
-32
1978
$4K ﹤0.01%
107
1979
$4K ﹤0.01%
251
+71
1980
$4K ﹤0.01%
109
-276
1981
$4K ﹤0.01%
300
1982
$4K ﹤0.01%
237
1983
$4K ﹤0.01%
64
+18
1984
$4K ﹤0.01%
48
+18
1985
$4K ﹤0.01%
233
+15
1986
$4K ﹤0.01%
30
+12
1987
$3K ﹤0.01%
71
+11
1988
$3K ﹤0.01%
179
+14
1989
$3K ﹤0.01%
145
+20
1990
$3K ﹤0.01%
32
+11
1991
$3K ﹤0.01%
73
1992
$3K ﹤0.01%
128
1993
$3K ﹤0.01%
81
+9
1994
$3K ﹤0.01%
75
+5
1995
$3K ﹤0.01%
149
+82
1996
$3K ﹤0.01%
78
1997
$3K ﹤0.01%
99
1998
$3K ﹤0.01%
66
+6
1999
$3K ﹤0.01%
174
2000
– –
0
78 79
80
81 82