We are live on ! Find out more
WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14M
3
+$12.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.69M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.84M

Top Sells

1
+$13.3M
2
+$9.15M
3
+$8.85M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.78M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.13M

Sector Composition

1 Technology 11.92%
2 Healthcare 5.49%
3 Financials 4.24%
4 Consumer Discretionary 3.5%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-4,024
477
– –
-4,683
478
– –
-13,761
479
– –
-1,365
480
– –
-5,593
481
– –
-2,886
482
– –
-4,302
483
– –
-5,885
484
– –
-5,502
485
– –
-3,935
486
– –
-603,378
487
– –
-28,699
488
– –
-13,000
489
– –
-7,500
490
– –
-3,401
491
– –
-5,773
492
– –
-6,525
493
– –
-55,468
494
– –
-2,219
495
– –
-4,854
496
– –
-16,809
497
– –
-8,501
498
– –
-7,342
499
– –
-4,550
500
– –
-6,476
17 18 19
20
21