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
751
$44K 0.01%
+2,327
752
$44K 0.01%
+835
753
$44K 0.01%
+1,097
754
$44K 0.01%
+2,999
755
$44K 0.01%
+1,358
756
$44K 0.01%
+625
757
$43K 0.01%
+800
758
$43K 0.01%
+934
759
$43K 0.01%
+2,000
760
$43K 0.01%
+1,510
761
$42K 0.01%
+455
762
$42K 0.01%
+3,311
763
$42K 0.01%
+1,000
764
$42K 0.01%
+1,445
765
$42K 0.01%
+735
766
$42K 0.01%
+1,452
767
$42K 0.01%
+532
768
$42K 0.01%
+10,753
769
$42K 0.01%
+2,137
770
$41K 0.01%
+629
771
$41K 0.01%
+3,903
772
$41K 0.01%
+1,569
773
$41K 0.01%
+166
774
$41K 0.01%
+4,500
775
$40K 0.01%
+220
29 30
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32 33