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
1076
$15K ﹤0.01%
+2,913
1077
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+161
1078
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+209
1079
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+1,246
1080
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+2,667
1081
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+275
1082
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+445
1083
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+153
1084
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+333
1085
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+474
1086
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+451
1087
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+585
1088
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+345
1089
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+1,734
1090
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+485
1091
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+98
1092
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+647
1093
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+678
1094
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+270
1095
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+730
1096
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+2,013
1097
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+539
1098
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+1,081
1099
$14K ﹤0.01%
+284
1100
$14K ﹤0.01%
+408
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