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
251
$310K 0.06%
+9,109
252
$309K 0.06%
+3,810
253
$309K 0.06%
+17,405
254
$308K 0.06%
+3,367
255
$306K 0.06%
+3,767
256
$304K 0.06%
+5,060
257
$301K 0.06%
+6,997
258
$293K 0.05%
+4,561
259
$292K 0.05%
+10,642
260
$292K 0.05%
+4,026
261
$292K 0.05%
+6,797
262
$288K 0.05%
+4,385
263
$287K 0.05%
+4,306
264
$287K 0.05%
+2,860
265
$287K 0.05%
+1,518
266
$286K 0.05%
+11,960
267
$285K 0.05%
+6,710
268
$285K 0.05%
+5,134
269
$284K 0.05%
+9,654
270
$283K 0.05%
+12,168
271
$278K 0.05%
+3,834
272
$277K 0.05%
+5,014
273
$276K 0.05%
+10,784
274
$275K 0.05%
+3,590
275
$273K 0.05%
+6,964
9 10
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