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
476
$191K 0.01%
13,641
477
$184K 0.01%
11,607
+179
478
$159K 0.01%
6,675
+5,005
479
$154K 0.01%
11,991
+40
480
$153K 0.01%
21,000
481
$142K 0.01%
10,382
-119
482
$133K 0.01%
15,206
+13
483
$120K 0.01%
12,250
484
$106K 0.01%
10,671
-94
485
$94K 0.01%
30,776
-373
486
$92K 0.01%
+12,379
487
$85K 0.01%
+13,000
488
$71K ﹤0.01%
20,326
+5,177
489
$56K ﹤0.01%
+500
490
$52K ﹤0.01%
500
491
$49K ﹤0.01%
40,000
+9,307
492
$43K ﹤0.01%
13,088
+2,881
493
$40K ﹤0.01%
20,774
494
$25K ﹤0.01%
1,111
495
$17K ﹤0.01%
28,300
496
$13K ﹤0.01%
+10,000
497
$4K ﹤0.01%
10,000
498
– –
-11,881
499
– –
-3,748
500
– –
-75
17 18 19
20
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