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
601
$75K 0.01%
+6,777
602
$75K 0.01%
+3,223
603
$75K 0.01%
+3,180
604
$75K 0.01%
+2,907
605
$75K 0.01%
+1,929
606
$74K 0.01%
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607
$74K 0.01%
+1,400
608
$73K 0.01%
+2,188
609
$73K 0.01%
+820
610
$73K 0.01%
+7,620
611
$73K 0.01%
+1,717
612
$73K 0.01%
+1,456
613
$72K 0.01%
+2,377
614
$72K 0.01%
+1,217
615
$72K 0.01%
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616
$72K 0.01%
+2,442
617
$72K 0.01%
+368
618
$72K 0.01%
+2,135
619
$71K 0.01%
+622
620
$71K 0.01%
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621
$70K 0.01%
+2,635
622
$70K 0.01%
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623
$70K 0.01%
+3,028
624
$70K 0.01%
+1,400
625
$70K 0.01%
+5,625
23 24
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