WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$40.3M
2
+$33.1M
3
+$23.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$18.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M

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
1051
$16K ﹤0.01%
+206
1052
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+138
1053
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+433
1054
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+332
1055
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+589
1056
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+745
1057
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+1,200
1058
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+464
1059
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+550
1060
$16K ﹤0.01%
+290
1061
$16K ﹤0.01%
+980
1062
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+1,239
1063
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+1,000
1064
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+920
1065
– –
0
1066
$15K ﹤0.01%
+471
1067
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+580
1068
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+600
1069
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+392
1070
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+298
1071
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+345
1072
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+465
1073
$15K ﹤0.01%
+3,400
1074
$15K ﹤0.01%
+180
1075
$15K ﹤0.01%
+345
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43
44 45