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
701
$53K 0.01%
+5,175
702
$52K 0.01%
+446
703
$52K 0.01%
+2,050
704
$52K 0.01%
+1,083
705
$51K 0.01%
+767
706
$51K 0.01%
+1,013
707
$51K 0.01%
+598
708
$51K 0.01%
+2,000
709
$51K 0.01%
+837
710
$51K 0.01%
+2,245
711
$51K 0.01%
+1,700
712
– –
0
713
$50K 0.01%
+1,751
714
$50K 0.01%
+1,203
715
$50K 0.01%
+6,168
716
$50K 0.01%
+789
717
$49K 0.01%
+1,923
718
$49K 0.01%
+2,036
719
$49K 0.01%
+714
720
$49K 0.01%
+1,496
721
$49K 0.01%
+523
722
$49K 0.01%
+469
723
$48K 0.01%
+940
724
$48K 0.01%
+2,998
725
$48K 0.01%
+1,430
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