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
1026
$17K ﹤0.01%
+169
1027
$17K ﹤0.01%
+267
1028
$17K ﹤0.01%
+900
1029
$17K ﹤0.01%
+293
1030
$17K ﹤0.01%
+440
1031
$17K ﹤0.01%
+350
1032
$17K ﹤0.01%
+285
1033
$17K ﹤0.01%
+295
1034
$17K ﹤0.01%
+255
1035
$16K ﹤0.01%
+369
1036
$16K ﹤0.01%
+374
1037
$16K ﹤0.01%
+572
1038
$16K ﹤0.01%
+247
1039
$16K ﹤0.01%
+860
1040
$16K ﹤0.01%
+275
1041
$16K ﹤0.01%
+500
1042
$16K ﹤0.01%
+265
1043
$16K ﹤0.01%
+650
1044
$16K ﹤0.01%
+200
1045
$16K ﹤0.01%
+1,033
1046
$16K ﹤0.01%
+915
1047
$16K ﹤0.01%
+660
1048
$16K ﹤0.01%
+206
1049
$16K ﹤0.01%
+138
1050
$16K ﹤0.01%
+433
40 41
42
43 44