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 7.23%
3 Financials 7.04%
4 Industrials 6.04%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.22%
+19,053
77
$1.18M 0.22%
+11,947
78
$1.17M 0.22%
+19,822
79
$1.17M 0.22%
+11,194
80
$1.16M 0.22%
+19,921
81
$1.13M 0.21%
+29,792
82
$1.13M 0.21%
+13,315
83
$1.11M 0.21%
+23,835
84
$1.06M 0.2%
+19,551
85
$1.04M 0.19%
+8,637
86
$1.03M 0.19%
+17,207
87
$1.02M 0.19%
+13,658
88
$1.01M 0.19%
+25,060
89
$994K 0.18%
+150,496
90
$969K 0.18%
+47,415
91
$961K 0.18%
+4,872
92
$927K 0.17%
+8,103
93
$910K 0.17%
+54,091
94
$893K 0.17%
+7,595
95
$878K 0.16%
+12,593
96
$877K 0.16%
+31,072
97
$877K 0.16%
+14,032
98
$872K 0.16%
+2,790
99
$871K 0.16%
+14,406
100
$869K 0.16%
+20,766
2 3
4
5 6