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
1051
$16K ﹤0.01%
+332
1052
$16K ﹤0.01%
+589
1053
$16K ﹤0.01%
+745
1054
$16K ﹤0.01%
+1,200
1055
$16K ﹤0.01%
+550
1056
$16K ﹤0.01%
+2,117
1057
$16K ﹤0.01%
+290
1058
$16K ﹤0.01%
+980
1059
$16K ﹤0.01%
+464
1060
$16K ﹤0.01%
+785
1061
$16K ﹤0.01%
+1,706
1062
$15K ﹤0.01%
+1,239
1063
$15K ﹤0.01%
+1,000
1064
$15K ﹤0.01%
+920
1065
– –
0
1066
$15K ﹤0.01%
+471
1067
$15K ﹤0.01%
+580
1068
$15K ﹤0.01%
+600
1069
$15K ﹤0.01%
+392
1070
$15K ﹤0.01%
+298
1071
$15K ﹤0.01%
+345
1072
$15K ﹤0.01%
+465
1073
$15K ﹤0.01%
+3,400
1074
$15K ﹤0.01%
+345
1075
$15K ﹤0.01%
+2,913
41 42
43
44 45