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
$537M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,859
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$32.8M
3
+$23.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$18.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.26%
2 Technology 7.22%
3 Financials 7.05%
4 Industrials 6.05%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.06%
+5,703
227
$345K 0.06%
+6,577
228
$340K 0.06%
+5,952
229
$335K 0.06%
+19,830
230
$334K 0.06%
+5,547
231
$330K 0.06%
+5,694
232
$329K 0.06%
+7,680
233
$329K 0.06%
+2,277
234
$328K 0.06%
+4,769
235
$328K 0.06%
+2,309
236
$327K 0.06%
+6,052
237
$325K 0.06%
+6,034
238
$320K 0.06%
+4,129
239
$319K 0.06%
+11,617
240
$319K 0.06%
+9,212
241
$319K 0.06%
+3,120
242
$319K 0.06%
+4,191
243
$318K 0.06%
+12,387
244
$318K 0.06%
+2,279
245
$318K 0.06%
+8,398
246
$316K 0.06%
+3,104
247
$315K 0.06%
+2,155
248
$315K 0.06%
+4,419
249
$314K 0.06%
+10,800
250
$314K 0.06%
+7,668
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