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
201
$638K 0.05%
3,433
-1,272
202
$635K 0.05%
13,643
+401
203
$629K 0.05%
4,940
-1,435
204
$626K 0.05%
5,500
-103
205
$622K 0.05%
3,911
+275
206
$618K 0.05%
34,840
-523
207
$614K 0.05%
59,864
-7,144
208
$596K 0.05%
5,672
-370
209
$594K 0.05%
6,634
+124
210
$593K 0.05%
1,661
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211
$592K 0.05%
8,313
-330
212
$585K 0.05%
5,456
+28
213
$584K 0.05%
18,763
-226
214
$584K 0.05%
15,934
-441
215
$579K 0.05%
13,469
-634
216
$579K 0.05%
8,587
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217
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7,980
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218
$574K 0.05%
9,075
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219
$574K 0.05%
1,938
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220
$573K 0.05%
5,788
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221
$569K 0.05%
19,091
+20
222
$568K 0.05%
10,642
+44
223
$566K 0.05%
8,027
+2,322
224
$566K 0.05%
7,962
-306
225
$565K 0.05%
285
-30
7 8
9
10 11