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
976
$20K ﹤0.01%
+1,627
977
$20K ﹤0.01%
+604
978
$20K ﹤0.01%
+569
979
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+991
980
$19K ﹤0.01%
+559
981
$19K ﹤0.01%
+395
982
$19K ﹤0.01%
+580
983
$19K ﹤0.01%
+2,180
984
$19K ﹤0.01%
+1,866
985
$19K ﹤0.01%
+484
986
$19K ﹤0.01%
+1,418
987
$19K ﹤0.01%
+413
988
– –
0
989
$19K ﹤0.01%
+495
990
$19K ﹤0.01%
+686
991
$19K ﹤0.01%
+685
992
$19K ﹤0.01%
+2,494
993
$19K ﹤0.01%
+217
994
$19K ﹤0.01%
+430
995
$19K ﹤0.01%
+804
996
$19K ﹤0.01%
+399
997
$19K ﹤0.01%
+1,900
998
$18K ﹤0.01%
+305
999
$18K ﹤0.01%
+3,444
1000
$18K ﹤0.01%
+521
38 39
40
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