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
851
$29K 0.01%
+920
852
$29K 0.01%
+1,000
853
$29K 0.01%
+1,381
854
$29K 0.01%
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$29K 0.01%
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856
$29K 0.01%
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857
$29K 0.01%
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858
$29K 0.01%
+1,286
859
$29K 0.01%
+1,008
860
$29K 0.01%
+709
861
$29K 0.01%
+377
862
$28K 0.01%
+389
863
$28K 0.01%
+346
864
$28K 0.01%
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865
$28K 0.01%
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866
$28K 0.01%
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$28K 0.01%
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868
$28K 0.01%
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869
$28K 0.01%
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870
$28K 0.01%
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$28K 0.01%
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872
$28K 0.01%
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873
$28K 0.01%
+11,865
874
$28K 0.01%
+1,160
875
$27K 0.01%
+433
33 34
35
36 37