WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Return
10.92%
This Quarter Return
+7.64%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$1.49B
AUM Growth
+$123M
(+9%)
Cap. Flow
+$25.6M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
43.03%
Holding
522
New
57
Increased
263
Reduced
145
Closed
25
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$13.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$10M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.25M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.52M |
| 5 |
Accenture
ACN
|
$3.99M |
Top Sells
Sector Composition
| 1 | Technology | 11.76% |
| 2 | Financials | 5.62% |
| 3 | Healthcare | 5.04% |
| 4 | Consumer Discretionary | 3.76% |
| 5 | Industrials | 3.32% |
