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
2026
$3K ﹤0.01%
114
+6
2027
$3K ﹤0.01%
20
+16
2028
$3K ﹤0.01%
42
2029
$3K ﹤0.01%
86
2030
$3K ﹤0.01%
48
-267
2031
$3K ﹤0.01%
260
+36
2032
$3K ﹤0.01%
115
-133
2033
$3K ﹤0.01%
115
+49
2034
$3K ﹤0.01%
200
2035
$3K ﹤0.01%
600
2036
$3K ﹤0.01%
69
+6
2037
$3K ﹤0.01%
822
+645
2038
$3K ﹤0.01%
273
-7
2039
$3K ﹤0.01%
154
2040
$3K ﹤0.01%
76
2041
$3K ﹤0.01%
155
+3
2042
$3K ﹤0.01%
75
2043
$3K ﹤0.01%
45
-8
2044
$3K ﹤0.01%
88
+21
2045
– –
0
2046
$3K ﹤0.01%
62
+18
2047
$3K ﹤0.01%
153
-18
2048
$3K ﹤0.01%
71
+11
2049
$3K ﹤0.01%
179
+14
2050
$3K ﹤0.01%
145
+20
80 81
82
83 84