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
401
$168K 0.03%
+3,830
402
$167K 0.03%
+2,575
403
$167K 0.03%
+3,790
404
$166K 0.03%
+14,010
405
$166K 0.03%
+4,374
406
$166K 0.03%
+1,535
407
$166K 0.03%
+6,315
408
$165K 0.03%
+1,370
409
$165K 0.03%
+11,513
410
$165K 0.03%
+3,500
411
$164K 0.03%
+1,191
412
$163K 0.03%
+4,550
413
$162K 0.03%
+8,049
414
$162K 0.03%
+2,650
415
$161K 0.03%
+126
416
$161K 0.03%
+2,880
417
$161K 0.03%
+862
418
$161K 0.03%
+7,280
419
$160K 0.03%
+4,349
420
$160K 0.03%
+2,546
421
$160K 0.03%
+2,352
422
$159K 0.03%
+2,311
423
$158K 0.03%
+3,175
424
$157K 0.03%
+4,411
425
$157K 0.03%
+2,313
15 16
17
18 19