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
726
$48K 0.01%
+1,469
727
$48K 0.01%
+481
728
$48K 0.01%
+2,005
729
$48K 0.01%
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730
$47K 0.01%
+1,440
731
$47K 0.01%
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732
$47K 0.01%
+1,448
733
$47K 0.01%
+1,316
734
$47K 0.01%
+1,043
735
$47K 0.01%
+494
736
$46K 0.01%
+6,540
737
$46K 0.01%
+946
738
$46K 0.01%
+5,780
739
$46K 0.01%
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740
$46K 0.01%
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741
$46K 0.01%
+2,655
742
$46K 0.01%
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743
$46K 0.01%
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744
$46K 0.01%
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745
$45K 0.01%
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746
$45K 0.01%
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747
$45K 0.01%
+1,298
748
$45K 0.01%
+6,828
749
$45K 0.01%
+2,002
750
$45K 0.01%
+972
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