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
2076
$3K ﹤0.01%
347
+41
2077
$3K ﹤0.01%
20
+16
2078
– –
0
2079
$3K ﹤0.01%
42
2080
$3K ﹤0.01%
86
2081
$3K ﹤0.01%
102
+83
2082
$3K ﹤0.01%
102
-400
2083
$3K ﹤0.01%
234
2084
$3K ﹤0.01%
48
-267
2085
$3K ﹤0.01%
260
+36
2086
$3K ﹤0.01%
115
-133
2087
$3K ﹤0.01%
115
+49
2088
$3K ﹤0.01%
147
2089
$3K ﹤0.01%
319
2090
$3K ﹤0.01%
138
2091
$3K ﹤0.01%
26
-24
2092
$3K ﹤0.01%
+40
2093
$3K ﹤0.01%
104
+32
2094
$3K ﹤0.01%
26
2095
$3K ﹤0.01%
600
2096
$3K ﹤0.01%
69
+6
2097
$3K ﹤0.01%
822
+645
2098
$3K ﹤0.01%
273
-7
2099
$3K ﹤0.01%
154
2100
$3K ﹤0.01%
76
82 83
84
85 86