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
926
$23K ﹤0.01%
+1,759
927
$23K ﹤0.01%
+414
928
$23K ﹤0.01%
+768
929
$23K ﹤0.01%
+190
930
$23K ﹤0.01%
+617
931
$22K ﹤0.01%
+685
932
$22K ﹤0.01%
+441
933
$22K ﹤0.01%
+1,048
934
$22K ﹤0.01%
+1,656
935
$22K ﹤0.01%
+620
936
$22K ﹤0.01%
+339
937
$22K ﹤0.01%
+425
938
$22K ﹤0.01%
+633
939
$22K ﹤0.01%
+1,216
940
$22K ﹤0.01%
+1,310
941
$22K ﹤0.01%
+68
942
$22K ﹤0.01%
+518
943
$21K ﹤0.01%
+967
944
$21K ﹤0.01%
+2,710
945
$21K ﹤0.01%
+485
946
$21K ﹤0.01%
+595
947
$21K ﹤0.01%
+1,000
948
$21K ﹤0.01%
+366
949
$21K ﹤0.01%
+469
950
$21K ﹤0.01%
+626
36 37
38
39 40