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
451
$140K 0.03%
+1,408
452
$139K 0.03%
+5,270
453
$139K 0.03%
+3,475
454
$138K 0.03%
+1,810
455
$138K 0.03%
+723
456
$138K 0.03%
+1,164
457
$135K 0.03%
+3,000
458
$134K 0.02%
+1,852
459
$134K 0.02%
+2,928
460
$133K 0.02%
+9,650
461
$133K 0.02%
+8,285
462
$132K 0.02%
+2,520
463
$131K 0.02%
+3,432
464
$131K 0.02%
+1,414
465
$131K 0.02%
+1,527
466
$130K 0.02%
+1,895
467
$130K 0.02%
+3,854
468
$129K 0.02%
+8,265
469
$129K 0.02%
+10,026
470
$127K 0.02%
+6,924
471
$127K 0.02%
+4,121
472
$126K 0.02%
+14,616
473
$126K 0.02%
+6,925
474
$125K 0.02%
+3,062
475
$125K 0.02%
+3,981
17 18
19
20 21