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
2151
$2K ﹤0.01%
627
2152
$2K ﹤0.01%
22
-22
2153
$2K ﹤0.01%
85
2154
$2K ﹤0.01%
19
2155
$2K ﹤0.01%
63
2156
$2K ﹤0.01%
221
+83
2157
$2K ﹤0.01%
44
2158
$2K ﹤0.01%
120
2159
$2K ﹤0.01%
138
2160
$2K ﹤0.01%
48
+18
2161
$2K ﹤0.01%
30
2162
$2K ﹤0.01%
94
+32
2163
$2K ﹤0.01%
151
2164
$2K ﹤0.01%
62
+6
2165
$2K ﹤0.01%
75
+29
2166
$2K ﹤0.01%
168
2167
$2K ﹤0.01%
102
2168
$2K ﹤0.01%
84
2169
$2K ﹤0.01%
48
+11
2170
$2K ﹤0.01%
54
2171
$2K ﹤0.01%
50
2172
$2K ﹤0.01%
66
-78
2173
$2K ﹤0.01%
48
-5
2174
$2K ﹤0.01%
213
+102
2175
$2K ﹤0.01%
45
-21
85 86
87
88 89