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
426
$245K 0.02%
11,491
-1,450
427
$244K 0.02%
5,016
-238
428
$242K 0.02%
+12,478
429
$241K 0.02%
+8,110
430
$241K 0.02%
4,084
+501
431
$240K 0.02%
+860
432
$239K 0.02%
3,246
433
$239K 0.02%
+3,230
434
$238K 0.02%
+2,117
435
$238K 0.02%
4,643
-2,612
436
$237K 0.02%
6,476
+29
437
$235K 0.02%
25,000
+12,500
438
$234K 0.02%
910
-225
439
$234K 0.02%
6,525
-9,349
440
$233K 0.02%
4,042
441
$232K 0.02%
1,170
+1
442
$232K 0.02%
+1,902
443
$228K 0.02%
+2,216
444
$228K 0.02%
5,395
-286
445
$227K 0.02%
+1,304
446
$226K 0.02%
6,266
+61
447
$222K 0.01%
2,618
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448
$221K 0.01%
4,660
-254
449
$221K 0.01%
7,179
-158
450
$221K 0.01%
+3,751
16 17
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