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
2051
$3K ﹤0.01%
32
+11
2052
$3K ﹤0.01%
73
2053
$3K ﹤0.01%
174
2054
– –
0
2055
$3K ﹤0.01%
3
2056
$3K ﹤0.01%
107
+8
2057
$3K ﹤0.01%
45
+23
2058
$3K ﹤0.01%
95
+15
2059
$3K ﹤0.01%
22
+5
2060
$3K ﹤0.01%
8
-27
2061
$3K ﹤0.01%
75
+17
2062
$3K ﹤0.01%
188
+37
2063
$3K ﹤0.01%
163
2064
$3K ﹤0.01%
510
2065
$3K ﹤0.01%
166
+156
2066
– –
0
2067
$3K ﹤0.01%
28
-47
2068
$3K ﹤0.01%
116
+12
2069
– –
0
2070
$3K ﹤0.01%
132
+31
2071
$3K ﹤0.01%
72
2072
$3K ﹤0.01%
187
+44
2073
$3K ﹤0.01%
17
2074
$3K ﹤0.01%
170
+1
2075
$3K ﹤0.01%
80
+12
81 82
83
84 85