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
26
$10.4M 0.69%
75,889
+4,386
27
$10.2M 0.69%
166,501
+1,794
28
$10.2M 0.68%
109,900
+6,220
29
$9.26M 0.62%
133,336
+2,285
30
$9.14M 0.61%
51,941
-697
31
$8.71M 0.58%
231,965
-24,620
32
$8.59M 0.58%
40,909
+6,362
33
$7.69M 0.52%
172,980
+14,417
34
$6.86M 0.46%
22,958
-1,283
35
$6.8M 0.46%
48,751
+507
36
$6.61M 0.44%
45,325
+870
37
$6.6M 0.44%
177,627
+6,106
38
$6.51M 0.44%
97,200
+1,060
39
$6.44M 0.43%
116,332
+4,161
40
$6.02M 0.4%
212,518
-23,460
41
$6.02M 0.4%
48,269
-4,682
42
$5.74M 0.39%
35,067
+9,535
43
$5.69M 0.38%
45,569
+6,399
44
$5.64M 0.38%
30,000
-230
45
$5.62M 0.38%
19,123
+78
46
$5.57M 0.37%
14,834
-9,330
47
$5.53M 0.37%
40,443
-2,048
48
$5.5M 0.37%
186,483
+17,186
49
$5.42M 0.36%
164,809
+64,969
50
$5.41M 0.36%
107,325
-201,489
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