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
901
$25K ﹤0.01%
+309
902
$25K ﹤0.01%
+475
903
$25K ﹤0.01%
+794
904
$25K ﹤0.01%
+3,654
905
$25K ﹤0.01%
+383
906
$25K ﹤0.01%
+764
907
$25K ﹤0.01%
+247
908
$25K ﹤0.01%
+1,200
909
$25K ﹤0.01%
+2,744
910
$25K ﹤0.01%
+2,334
911
$24K ﹤0.01%
+392
912
$24K ﹤0.01%
+405
913
$24K ﹤0.01%
+664
914
$24K ﹤0.01%
+301
915
– –
0
916
$24K ﹤0.01%
+497
917
$24K ﹤0.01%
+10,600
918
$24K ﹤0.01%
+900
919
$24K ﹤0.01%
+600
920
$23K ﹤0.01%
+412
921
$23K ﹤0.01%
+741
922
$23K ﹤0.01%
+343
923
$23K ﹤0.01%
+692
924
$23K ﹤0.01%
+3,100
925
$23K ﹤0.01%
+295
35 36
37
38 39