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
851
$29K 0.01%
+2,585
852
$29K 0.01%
+920
853
$29K 0.01%
+1,000
854
$29K 0.01%
+1,381
855
$29K 0.01%
+801
856
$29K 0.01%
+2,087
857
$29K 0.01%
+525
858
$29K 0.01%
+720
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%
+775
865
$28K 0.01%
+679
866
$28K 0.01%
+254
867
$28K 0.01%
+573
868
$28K 0.01%
+620
869
$28K 0.01%
+2,085
870
$28K 0.01%
+403
871
$28K 0.01%
+1,121
872
$28K 0.01%
+770
873
$28K 0.01%
+11,865
874
$28K 0.01%
+1,160
875
$27K 0.01%
+5,470
33 34
35
36 37