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
376
$298K 0.02%
+2,921
377
$296K 0.02%
2,219
+173
378
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2,487
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379
$295K 0.02%
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4,996
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381
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3,450
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382
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383
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$289K 0.02%
4,854
-128
385
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5,028
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386
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1,116
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8,379
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$287K 0.02%
5,076
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390
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7,689
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4,456
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-157
396
$278K 0.02%
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397
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+5,918
398
$278K 0.02%
1,307
-8
399
$277K 0.02%
3,104
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400
$275K 0.02%
1,170
+40
14 15
16
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