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
$1.49B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10M
3
+$7.25M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.52M
5
ACN icon
Accenture
ACN
+$3.99M

Top Sells

1
+$10.2M
2
+$8.8M
3
+$8.51M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.78M

Sector Composition

1 Technology 11.76%
2 Financials 5.62%
3 Healthcare 5.04%
4 Consumer Discretionary 3.76%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.36%
25,790
+3,108
52
$5.08M 0.34%
35,155
+318
53
$5.08M 0.34%
57,747
-2,250
54
$4.97M 0.33%
71,288
+1,315
55
$4.96M 0.33%
74,200
+2,020
56
$4.69M 0.31%
26,295
+102
57
$4.5M 0.3%
87,247
-119,867
58
$4.47M 0.3%
37,319
+641
59
$4.38M 0.29%
37,872
+763
60
$4.36M 0.29%
89,674
+2,683
61
$4.05M 0.27%
241,950
-25,850
62
$3.96M 0.27%
45,678
-979
63
$3.94M 0.26%
30,782
+900
64
$3.72M 0.25%
62,091
+119
65
$3.71M 0.25%
39,926
+5,139
66
$3.54M 0.24%
55,468
+74
67
$3.54M 0.24%
16,193
+604
68
$3.35M 0.22%
27,772
+123
69
$3.3M 0.22%
73,355
-254
70
$3.29M 0.22%
29,708
+150
71
$3.28M 0.22%
12,377
-257
72
$3.22M 0.22%
67,065
+839
73
$3.15M 0.21%
21,361
+547
74
$3.04M 0.2%
78,529
+702
75
$3.04M 0.2%
32,392
+5,247
1 2
3
4 5