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
651
$63K 0.01%
+1,296
652
$63K 0.01%
+1,534
653
$63K 0.01%
+1,096
654
$63K 0.01%
+1,498
655
$63K 0.01%
+4,000
656
$62K 0.01%
+2,061
657
$62K 0.01%
+1,316
658
$62K 0.01%
+604
659
$62K 0.01%
+1,619
660
$62K 0.01%
+1,208
661
$62K 0.01%
+3,209
662
$62K 0.01%
+1,656
663
$61K 0.01%
+1,292
664
$61K 0.01%
+6,353
665
$61K 0.01%
+1,294
666
$61K 0.01%
+68
667
$60K 0.01%
+1,247
668
$60K 0.01%
+1,261
669
$59K 0.01%
+540
670
$59K 0.01%
+814
671
$59K 0.01%
+1,752
672
$59K 0.01%
+1,215
673
$59K 0.01%
+829
674
$59K 0.01%
+1,400
675
$59K 0.01%
+3,183
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