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
451
$219K 0.01%
3,389
+48
452
$216K 0.01%
1,893
+43
453
$216K 0.01%
+5,015
454
$216K 0.01%
+3,935
455
$214K 0.01%
2,364
+82
456
$213K 0.01%
3,206
+24
457
$212K 0.01%
+4,198
458
$212K 0.01%
1,365
-107
459
$212K 0.01%
+5,502
460
$212K 0.01%
+7,500
461
$211K 0.01%
+4,024
462
$210K 0.01%
3,883
-227
463
$209K 0.01%
+5,247
464
$207K 0.01%
+5,773
465
$207K 0.01%
+4,550
466
$206K 0.01%
+2,426
467
$205K 0.01%
+6,920
468
$204K 0.01%
+2,162
469
$203K 0.01%
+4,081
470
$202K 0.01%
+1,848
471
$202K 0.01%
+550
472
$201K 0.01%
1,057
+30
473
$200K 0.01%
+2,644
474
$198K 0.01%
+13,761
475
$195K 0.01%
+10,490
17 18
19
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