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
2001
$3K ﹤0.01%
22
-34
2002
$3K ﹤0.01%
51
+13
2003
$3K ﹤0.01%
14
2004
$3K ﹤0.01%
24
-19
2005
$3K ﹤0.01%
238
+55
2006
$3K ﹤0.01%
144
2007
$3K ﹤0.01%
66
+29
2008
$3K ﹤0.01%
100
2009
$3K ﹤0.01%
60
2010
$3K ﹤0.01%
28
+10
2011
$3K ﹤0.01%
75
2012
$3K ﹤0.01%
8
+2
2013
$3K ﹤0.01%
142
2014
$3K ﹤0.01%
90
+10
2015
$3K ﹤0.01%
76
2016
$3K ﹤0.01%
47
+15
2017
$3K ﹤0.01%
87
+23
2018
$3K ﹤0.01%
45
+9
2019
$3K ﹤0.01%
110
+2
2020
$3K ﹤0.01%
88
+21
2021
$3K ﹤0.01%
117
+45
2022
$3K ﹤0.01%
100
2023
$3K ﹤0.01%
76
+16
2024
$3K ﹤0.01%
1,200
2025
$3K ﹤0.01%
110
79 80
81
82 83