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
801
$36K 0.01%
+504
802
$36K 0.01%
+322
803
$36K 0.01%
+974
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$36K 0.01%
+1,639
805
$35K 0.01%
+273
806
$35K 0.01%
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807
$35K 0.01%
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808
$35K 0.01%
+657
809
$35K 0.01%
+650
810
$35K 0.01%
+782
811
$35K 0.01%
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812
$34K 0.01%
+469
813
$34K 0.01%
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814
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815
$34K 0.01%
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816
$34K 0.01%
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817
$34K 0.01%
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818
$34K 0.01%
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819
$33K 0.01%
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820
$33K 0.01%
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821
– –
0
822
$33K 0.01%
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823
$32K 0.01%
+298
824
$32K 0.01%
+1,700
825
$32K 0.01%
+332
31 32
33
34 35