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
1001
$18K ﹤0.01%
+990
1002
$18K ﹤0.01%
+484
1003
$18K ﹤0.01%
+340
1004
$18K ﹤0.01%
+308
1005
$18K ﹤0.01%
+991
1006
$18K ﹤0.01%
+890
1007
$18K ﹤0.01%
+549
1008
$18K ﹤0.01%
+1,606
1009
$17K ﹤0.01%
+265
1010
$17K ﹤0.01%
+368
1011
$17K ﹤0.01%
+329
1012
$17K ﹤0.01%
+480
1013
$17K ﹤0.01%
+554
1014
$17K ﹤0.01%
+474
1015
$17K ﹤0.01%
+715
1016
$17K ﹤0.01%
+71
1017
$17K ﹤0.01%
+268
1018
$17K ﹤0.01%
+305
1019
$17K ﹤0.01%
+224
1020
$17K ﹤0.01%
+4,005
1021
$17K ﹤0.01%
+289
1022
$17K ﹤0.01%
+550
1023
$17K ﹤0.01%
+952
1024
$17K ﹤0.01%
+326
1025
$17K ﹤0.01%
+912
39 40
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