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
951
$21K ﹤0.01%
+1,298
952
$21K ﹤0.01%
+576
953
$21K ﹤0.01%
+386
954
$21K ﹤0.01%
+29
955
$21K ﹤0.01%
+348
956
$21K ﹤0.01%
+650
957
$21K ﹤0.01%
+1,536
958
$21K ﹤0.01%
+608
959
$21K ﹤0.01%
+1,614
960
$21K ﹤0.01%
+1,644
961
– –
0
962
$21K ﹤0.01%
+172
963
$20K ﹤0.01%
+512
964
– –
0
965
$20K ﹤0.01%
+750
966
$20K ﹤0.01%
+680
967
$20K ﹤0.01%
+1,021
968
$20K ﹤0.01%
+999
969
$20K ﹤0.01%
+4,350
970
$20K ﹤0.01%
+1,552
971
$20K ﹤0.01%
+942
972
$20K ﹤0.01%
+445
973
$20K ﹤0.01%
+426
974
$20K ﹤0.01%
+441
975
$20K ﹤0.01%
+567
37 38
39
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