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
301
$247K 0.05%
+3,635
302
$246K 0.05%
+8,676
303
$245K 0.05%
+9,014
304
$245K 0.05%
+2,878
305
$244K 0.05%
+1,984
306
$244K 0.05%
+2,256
307
$243K 0.05%
+3,575
308
$242K 0.05%
+28,646
309
$241K 0.04%
+3,345
310
$241K 0.04%
+4,646
311
$240K 0.04%
+16,520
312
$240K 0.04%
+13,870
313
$240K 0.04%
+10,544
314
$240K 0.04%
+5,128
315
$239K 0.04%
+2,599
316
$238K 0.04%
+3,847
317
$238K 0.04%
+6,713
318
$238K 0.04%
+1,553
319
$237K 0.04%
+4,678
320
$237K 0.04%
+1,384
321
$237K 0.04%
+7,782
322
$237K 0.04%
+1,905
323
$236K 0.04%
+5,641
324
$235K 0.04%
+4,704
325
$235K 0.04%
+1,933
11 12
13
14 15