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
326
$234K 0.04%
+3,536
327
$232K 0.04%
+1,829
328
$232K 0.04%
+6,684
329
$231K 0.04%
+4,683
330
$231K 0.04%
+8,821
331
$230K 0.04%
+8,133
332
$230K 0.04%
+3,831
333
$229K 0.04%
+11,309
334
$228K 0.04%
+4,258
335
$227K 0.04%
+5,149
336
$225K 0.04%
+2,530
337
$223K 0.04%
+5,177
338
$221K 0.04%
+5,512
339
$220K 0.04%
+3,331
340
$219K 0.04%
+63,948
341
$219K 0.04%
+14,255
342
$217K 0.04%
+24,592
343
– –
0
344
$215K 0.04%
+2,823
345
$214K 0.04%
+5,283
346
$212K 0.04%
+2,563
347
$211K 0.04%
+1,688
348
$211K 0.04%
+5,444
349
$211K 0.04%
+1,928
350
$210K 0.04%
+15,744
12 13
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