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
476
$125K 0.02%
+4,136
477
$125K 0.02%
+9,188
478
$124K 0.02%
+3,990
479
$122K 0.02%
+1,847
480
$122K 0.02%
+10,690
481
$119K 0.02%
+2,337
482
$119K 0.02%
+2,118
483
$119K 0.02%
+2,184
484
$119K 0.02%
+2,381
485
$118K 0.02%
+2,115
486
$118K 0.02%
+3,476
487
$118K 0.02%
+466
488
$118K 0.02%
+831
489
$118K 0.02%
+3,943
490
$118K 0.02%
+2,338
491
$117K 0.02%
+1,262
492
$116K 0.02%
+2,537
493
$115K 0.02%
+619
494
$112K 0.02%
+2,092
495
$111K 0.02%
+1,223
496
$109K 0.02%
+3,663
497
$109K 0.02%
+3,018
498
$109K 0.02%
+4,026
499
$109K 0.02%
+2,561
500
$108K 0.02%
+2,504
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