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
2226
$2K ﹤0.01%
78
+19
2227
$2K ﹤0.01%
145
-491
2228
– –
0
2229
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54
+15
2230
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164
-64
2231
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89
+34
2232
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8
2233
$2K ﹤0.01%
57
2234
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75
+12
2235
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50
+7
2236
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120
2237
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112
+30
2238
$2K ﹤0.01%
154
-24
2239
$2K ﹤0.01%
78
+26
2240
$2K ﹤0.01%
51
2241
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19
+8
2242
$2K ﹤0.01%
+84
2243
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322
-49
2244
$2K ﹤0.01%
509
-95
2245
$1K ﹤0.01%
+25
2246
$1K ﹤0.01%
174
2247
$1K ﹤0.01%
73
+25
2248
$1K ﹤0.01%
5
2249
$1K ﹤0.01%
15
2250
$1K ﹤0.01%
60
88 89
90
91 92