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
526
$99K 0.02%
+2,308
527
$98K 0.02%
+4,730
528
$98K 0.02%
+4,452
529
$98K 0.02%
+1,473
530
$98K 0.02%
+1,281
531
$98K 0.02%
+2,262
532
$98K 0.02%
+4,115
533
$97K 0.02%
+2,000
534
$96K 0.02%
+1,120
535
$96K 0.02%
+5,539
536
$96K 0.02%
+2,325
537
$95K 0.02%
+12,292
538
$95K 0.02%
+2,705
539
$94K 0.02%
+2,119
540
$94K 0.02%
+2,922
541
$94K 0.02%
+1,147
542
$94K 0.02%
+888
543
$93K 0.02%
+1,410
544
$93K 0.02%
+871
545
$93K 0.02%
+1,476
546
$93K 0.02%
+593
547
$92K 0.02%
+1,076
548
$92K 0.02%
+6,966
549
$92K 0.02%
+3,945
550
$91K 0.02%
+1,471
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