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
351
$210K 0.04%
+4,006
352
$210K 0.04%
+7,362
353
$209K 0.04%
+6,285
354
$206K 0.04%
+6,018
355
$205K 0.04%
+3,298
356
$203K 0.04%
+8,735
357
$203K 0.04%
+4,897
358
$201K 0.04%
+5,109
359
$200K 0.04%
+2,370
360
$199K 0.04%
+2,264
361
$196K 0.04%
+3,360
362
$195K 0.04%
+3,865
363
$195K 0.04%
+7,158
364
$194K 0.04%
+3,950
365
$194K 0.04%
+8,950
366
$193K 0.04%
+2,217
367
$193K 0.04%
+2,056
368
$192K 0.04%
+2,610
369
$191K 0.04%
+6,633
370
$190K 0.04%
+3,963
371
$189K 0.04%
+4,418
372
$188K 0.04%
+2,506
373
$188K 0.04%
+4,174
374
$187K 0.03%
+3,595
375
$187K 0.03%
+10,717
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