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
576
$83K 0.02%
+1,137
577
$83K 0.02%
+687
578
$83K 0.02%
+5,849
579
$83K 0.02%
+9,907
580
$82K 0.02%
+1,313
581
$82K 0.02%
+7,128
582
$82K 0.02%
+948
583
$82K 0.02%
+6,852
584
$82K 0.02%
+1,777
585
$80K 0.01%
+2,209
586
$80K 0.01%
+781
587
$80K 0.01%
+1,846
588
$79K 0.01%
+1,912
589
$79K 0.01%
+452
590
$79K 0.01%
+2,667
591
$78K 0.01%
+4,300
592
$78K 0.01%
+6,148
593
$78K 0.01%
+1,688
594
$77K 0.01%
+955
595
$77K 0.01%
+1,009
596
$77K 0.01%
+2,671
597
$77K 0.01%
+1,690
598
$77K 0.01%
+2,342
599
$76K 0.01%
+616
600
$76K 0.01%
+2,279
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