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
276
$273K 0.05%
+9,869
277
$272K 0.05%
+8,541
278
$272K 0.05%
+3,834
279
$271K 0.05%
+7,816
280
$269K 0.05%
+7,889
281
$269K 0.05%
+2,485
282
$268K 0.05%
+15,000
283
$266K 0.05%
+27,750
284
$266K 0.05%
+17,161
285
$263K 0.05%
+13,578
286
$262K 0.05%
+11,718
287
$261K 0.05%
+2,414
288
$261K 0.05%
+3,852
289
$259K 0.05%
+7,182
290
$257K 0.05%
+6,627
291
$257K 0.05%
+1,750
292
$256K 0.05%
+5,057
293
$256K 0.05%
+14,985
294
$255K 0.05%
+53,608
295
$255K 0.05%
+3,564
296
$254K 0.05%
+14,540
297
$253K 0.05%
+19,392
298
$253K 0.05%
+18,787
299
$252K 0.05%
+6,513
300
$252K 0.05%
+3,725
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