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
801
$36K 0.01%
+322
802
$36K 0.01%
+974
803
$36K 0.01%
+1,639
804
$36K 0.01%
+1,085
805
$35K 0.01%
+515
806
$35K 0.01%
+273
807
$35K 0.01%
+395
808
$35K 0.01%
+657
809
$35K 0.01%
+650
810
$35K 0.01%
+782
811
$35K 0.01%
+920
812
$34K 0.01%
+469
813
$34K 0.01%
+632
814
$34K 0.01%
+965
815
$34K 0.01%
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816
$34K 0.01%
+997
817
$34K 0.01%
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818
$34K 0.01%
+1,500
819
$33K 0.01%
+431
820
$33K 0.01%
+1,593
821
– –
0
822
$33K 0.01%
+987
823
$32K 0.01%
+1,252
824
$32K 0.01%
+298
825
$32K 0.01%
+1,700
31 32
33
34 35