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
376
$187K 0.03%
+1,562
377
$187K 0.03%
+962
378
$186K 0.03%
+2,588
379
$185K 0.03%
+3,446
380
$185K 0.03%
+3,153
381
$184K 0.03%
+945
382
$183K 0.03%
+6,305
383
$182K 0.03%
+7,204
384
$182K 0.03%
+10,971
385
$181K 0.03%
+1,442
386
$181K 0.03%
+4,254
387
– –
0
388
$180K 0.03%
+3,766
389
$180K 0.03%
+4,640
390
$180K 0.03%
+952
391
$178K 0.03%
+7,170
392
$178K 0.03%
+4,493
393
$176K 0.03%
+760
394
$175K 0.03%
+957
395
$174K 0.03%
+8,756
396
$171K 0.03%
+12,014
397
$170K 0.03%
+2,088
398
$170K 0.03%
+7,110
399
$169K 0.03%
+2,396
400
$168K 0.03%
+2,368
14 15
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