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
776
$40K 0.01%
+1,013
777
$40K 0.01%
+2,022
778
$40K 0.01%
+1,300
779
$40K 0.01%
+1,853
780
$40K 0.01%
+1,976
781
$39K 0.01%
+930
782
$39K 0.01%
+510
783
$39K 0.01%
+1,694
784
$39K 0.01%
+798
785
$39K 0.01%
+864
786
$39K 0.01%
+972
787
$38K 0.01%
+686
788
$38K 0.01%
+431
789
$38K 0.01%
+1,280
790
$38K 0.01%
+1,136
791
$38K 0.01%
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792
$38K 0.01%
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793
$38K 0.01%
+2,875
794
$37K 0.01%
+889
795
$37K 0.01%
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796
$37K 0.01%
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797
$37K 0.01%
+837
798
$37K 0.01%
+1,777
799
$37K 0.01%
+2,202
800
$36K 0.01%
+504
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