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
1076
$15K ﹤0.01%
+161
1077
$15K ﹤0.01%
+209
1078
$15K ﹤0.01%
+1,246
1079
$15K ﹤0.01%
+2,667
1080
$15K ﹤0.01%
+275
1081
$15K ﹤0.01%
+445
1082
$15K ﹤0.01%
+153
1083
$15K ﹤0.01%
+333
1084
$15K ﹤0.01%
+180
1085
$14K ﹤0.01%
+345
1086
$14K ﹤0.01%
+1,734
1087
$14K ﹤0.01%
+485
1088
$14K ﹤0.01%
+98
1089
$14K ﹤0.01%
+647
1090
$14K ﹤0.01%
+678
1091
$14K ﹤0.01%
+270
1092
$14K ﹤0.01%
+730
1093
$14K ﹤0.01%
+2,013
1094
$14K ﹤0.01%
+539
1095
$14K ﹤0.01%
+1,081
1096
$14K ﹤0.01%
+284
1097
$14K ﹤0.01%
+408
1098
$14K ﹤0.01%
+886
1099
$14K ﹤0.01%
+490
1100
$14K ﹤0.01%
+506
42 43
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