WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$40.3M
2
+$33.1M
3
+$23.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$18.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M

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%
+2,137
762
$42K 0.01%
+455
763
$42K 0.01%
+3,311
764
$42K 0.01%
+1,000
765
$42K 0.01%
+1,445
766
$42K 0.01%
+735
767
$42K 0.01%
+1,452
768
$42K 0.01%
+532
769
$42K 0.01%
+10,753
770
$41K 0.01%
+1,569
771
$41K 0.01%
+166
772
$41K 0.01%
+4,500
773
$41K 0.01%
+629
774
$41K 0.01%
+3,903
775
$40K 0.01%
+220
29 30
31
32 33