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 7.23%
3 Financials 7.04%
4 Industrials 6.04%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.67%
+23,979
27
$3.47M 0.65%
+68,832
28
$3.42M 0.64%
+128,916
29
$3.36M 0.62%
+25,418
30
$3.34M 0.62%
+34,174
31
$3.25M 0.61%
+29,423
32
$3.22M 0.6%
+75,008
33
$3.03M 0.56%
+45,904
34
$2.69M 0.5%
+30,425
35
$2.58M 0.48%
+82,970
36
$2.39M 0.44%
+73,103
37
$2.34M 0.44%
+90,051
38
$2.29M 0.43%
+28,884
39
$2.24M 0.42%
+41,211
40
$2.2M 0.41%
+20,940
41
$2.16M 0.4%
+14,382
42
$2.1M 0.39%
+44,964
43
$2.09M 0.39%
+33,632
44
$2.04M 0.38%
+16,195
45
$2.04M 0.38%
+40,474
46
$2M 0.37%
+71,970
47
$1.92M 0.36%
+50,600
48
$1.91M 0.36%
+49,220
49
$1.9M 0.35%
+19,436
50
$1.81M 0.34%
+15,996
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