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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 6.06%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$32K 0.01%
+332
827
$32K 0.01%
+1,100
828
$32K 0.01%
+1,816
829
$31K 0.01%
+765
830
$31K 0.01%
+123
831
$31K 0.01%
+1,072
832
$31K 0.01%
+618
833
$31K 0.01%
+520
834
$31K 0.01%
+257
835
$31K 0.01%
+1,093
836
$30K 0.01%
+591
837
$30K 0.01%
+849
838
$30K 0.01%
+1,100
839
$30K 0.01%
+600
840
$30K 0.01%
+1,238
841
$30K 0.01%
+615
842
$30K 0.01%
+1,214
843
$30K 0.01%
+1,140
844
$30K 0.01%
+313
845
$30K 0.01%
+4,782
846
$30K 0.01%
+1,296
847
$29K 0.01%
+5,502
848
$29K 0.01%
+1,069
849
$29K 0.01%
+301
850
$29K 0.01%
+2,585
32 33
34
35 36