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
501
$108K 0.02%
+1,758
502
$107K 0.02%
+1,120
503
$107K 0.02%
+2,570
504
$107K 0.02%
+1,930
505
$106K 0.02%
+575
506
$106K 0.02%
+1,244
507
$106K 0.02%
+4,253
508
$105K 0.02%
+2,602
509
$105K 0.02%
+1,067
510
$104K 0.02%
+3,662
511
$104K 0.02%
+4,802
512
$104K 0.02%
+3,711
513
$103K 0.02%
+1,838
514
$103K 0.02%
+7,575
515
$103K 0.02%
+3,416
516
$102K 0.02%
+3,392
517
$102K 0.02%
+1,266
518
$101K 0.02%
+1,340
519
$101K 0.02%
+6,330
520
$101K 0.02%
+2,945
521
$100K 0.02%
+4,196
522
$100K 0.02%
+1,085
523
$99K 0.02%
+3,779
524
$99K 0.02%
+1,971
525
$99K 0.02%
+2,124
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