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
776
$40K 0.01%
+1,013
777
$40K 0.01%
+2,022
778
$40K 0.01%
+1,300
779
$40K 0.01%
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780
$40K 0.01%
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781
$39K 0.01%
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782
$39K 0.01%
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783
$39K 0.01%
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784
$39K 0.01%
+798
785
$39K 0.01%
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786
$39K 0.01%
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787
$38K 0.01%
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788
$38K 0.01%
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789
$38K 0.01%
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790
$38K 0.01%
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791
$38K 0.01%
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$38K 0.01%
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$38K 0.01%
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$37K 0.01%
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795
$37K 0.01%
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796
$37K 0.01%
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$37K 0.01%
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798
$37K 0.01%
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799
$37K 0.01%
+2,202
800
$36K 0.01%
+1,085
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