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 7.23%
3 Financials 7.04%
4 Industrials 6.04%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.33%
+18,484
52
$1.79M 0.33%
+11,090
53
$1.78M 0.33%
+17,845
54
$1.77M 0.33%
+22,779
55
$1.75M 0.33%
+17,411
56
$1.75M 0.33%
+14,797
57
$1.72M 0.32%
+59,156
58
$1.68M 0.31%
+36,738
59
$1.59M 0.3%
+11,989
60
$1.55M 0.29%
+53,432
61
$1.52M 0.28%
+55,955
62
$1.52M 0.28%
+16,870
63
$1.46M 0.27%
+11,450
64
$1.42M 0.26%
+16,653
65
$1.42M 0.26%
+305,630
66
$1.41M 0.26%
+33,100
67
$1.36M 0.25%
+11,394
68
$1.36M 0.25%
+10,334
69
$1.34M 0.25%
+41,565
70
$1.32M 0.25%
+36,049
71
$1.32M 0.24%
+15,054
72
$1.31M 0.24%
+38,072
73
$1.29M 0.24%
+45,730
74
$1.21M 0.22%
+8,356
75
$1.2M 0.22%
+20,520
1 2
3
4 5