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
426
$157K 0.03%
+6,211
427
$155K 0.03%
+3,948
428
$154K 0.03%
+10,983
429
$153K 0.03%
+2,114
430
$153K 0.03%
+3,540
431
$153K 0.03%
+2,766
432
$153K 0.03%
+3,517
433
$152K 0.03%
+2,750
434
$152K 0.03%
+10,186
435
$152K 0.03%
+2,768
436
$152K 0.03%
+2,114
437
$151K 0.03%
+10,007
438
$151K 0.03%
+3,172
439
$151K 0.03%
+10,089
440
$150K 0.03%
+12,079
441
$149K 0.03%
+3,854
442
$149K 0.03%
+21,816
443
$147K 0.03%
+3,033
444
$146K 0.03%
+7,383
445
$145K 0.03%
+907
446
$144K 0.03%
+1,588
447
$143K 0.03%
+4,761
448
$142K 0.03%
+9,216
449
$142K 0.03%
+1,622
450
$141K 0.03%
+811
16 17
18
19 20