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
2351
$1K ﹤0.01%
+137
2352
$1K ﹤0.01%
+14
2353
$1K ﹤0.01%
11
2354
$1K ﹤0.01%
21
2355
$1K ﹤0.01%
65
2356
$1K ﹤0.01%
7
-93
2357
$1K ﹤0.01%
27
2358
$1K ﹤0.01%
15
-19
2359
$1K ﹤0.01%
12
+7
2360
$1K ﹤0.01%
+37
2361
$1K ﹤0.01%
42
2362
$1K ﹤0.01%
14
-5
2363
$1K ﹤0.01%
13
+9
2364
$1K ﹤0.01%
97
-25
2365
$1K ﹤0.01%
27
2366
$1K ﹤0.01%
400
-251
2367
$1K ﹤0.01%
5
+3
2368
$1K ﹤0.01%
232
-591
2369
– –
-229
2370
– –
-1,833
2371
– –
-55
2372
– –
-145
2373
– –
0
2374
– –
-17
2375
– –
-960
93 94
95
96 97