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
$1.49B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10M
3
+$7.25M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.52M
5
ACN icon
Accenture
ACN
+$3.99M

Top Sells

1
+$10.2M
2
+$8.8M
3
+$8.51M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.78M

Sector Composition

1 Technology 11.76%
2 Financials 5.62%
3 Healthcare 5.04%
4 Consumer Discretionary 3.76%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$333K 0.02%
+5,978
352
$330K 0.02%
1,662
+1
353
$326K 0.02%
2,123
+205
354
$326K 0.02%
3,034
+271
355
$326K 0.02%
+2,525
356
$325K 0.02%
5,871
+354
357
$324K 0.02%
15,712
+370
358
$323K 0.02%
3,472
-129
359
$323K 0.02%
15,186
+3
360
$322K 0.02%
16,053
-2,016
361
$321K 0.02%
14,100
+2,820
362
$321K 0.02%
8,518
-1,805
363
$320K 0.02%
6,640
-20
364
$318K 0.02%
3,018
-145
365
$318K 0.02%
7,803
-13
366
$317K 0.02%
2,858
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367
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3,258
-762
368
$312K 0.02%
1,141
+150
369
$311K 0.02%
5,752
+93
370
$307K 0.02%
8,748
+344
371
$307K 0.02%
2,886
-29
372
$303K 0.02%
2,644
-124
373
$302K 0.02%
12,540
+534
374
$300K 0.02%
+5,593
375
$298K 0.02%
9,678
13 14
15
16 17