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
401
$272K 0.02%
1,725
-252
402
$271K 0.02%
+2,562
403
$270K 0.02%
1,828
-23
404
$268K 0.02%
7,202
+1,475
405
$267K 0.02%
+9,198
406
$265K 0.02%
4,456
-32
407
$265K 0.02%
23,000
408
$264K 0.02%
9,098
409
$262K 0.02%
13,658
410
$260K 0.02%
6,875
411
$260K 0.02%
7,803
+3
412
$259K 0.02%
13,760
413
$258K 0.02%
15,041
+288
414
$257K 0.02%
5,910
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415
$255K 0.02%
+4,574
416
$254K 0.02%
5,822
-3,556
417
$254K 0.02%
4,697
+280
418
$254K 0.02%
1,052
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419
$252K 0.02%
4,210
+191
420
$251K 0.02%
+2,265
421
$249K 0.02%
5,885
422
$248K 0.02%
208
+17
423
$248K 0.02%
4,418
-655
424
$248K 0.02%
1,881
+2
425
$245K 0.02%
+2,930
15 16
17
18 19