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
676
$58K 0.01%
+950
677
$58K 0.01%
+1,600
678
$58K 0.01%
+1,250
679
$57K 0.01%
+3,300
680
$57K 0.01%
+1,182
681
$56K 0.01%
+4,387
682
$56K 0.01%
+1,200
683
$56K 0.01%
+411
684
$56K 0.01%
+3,000
685
$56K 0.01%
+1,184
686
$56K 0.01%
+1,997
687
$56K 0.01%
+756
688
$55K 0.01%
+563
689
– –
0
690
$55K 0.01%
+1,950
691
$55K 0.01%
+974
692
$55K 0.01%
+1,661
693
$54K 0.01%
+2,850
694
$54K 0.01%
+579
695
$54K 0.01%
+2,842
696
$54K 0.01%
+573
697
$54K 0.01%
+429
698
$53K 0.01%
+1,116
699
$53K 0.01%
+1,905
700
$53K 0.01%
+5,405
26 27
28
29 30