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
1101
$14K ﹤0.01%
+90
1102
$14K ﹤0.01%
+225
1103
$14K ﹤0.01%
+474
1104
$14K ﹤0.01%
+199
1105
$14K ﹤0.01%
+996
1106
$14K ﹤0.01%
+451
1107
$14K ﹤0.01%
+585
1108
$13K ﹤0.01%
+488
1109
$13K ﹤0.01%
+239
1110
$13K ﹤0.01%
+702
1111
$13K ﹤0.01%
+59
1112
$13K ﹤0.01%
+8,774
1113
$13K ﹤0.01%
+187
1114
$13K ﹤0.01%
+455
1115
$13K ﹤0.01%
+122
1116
$13K ﹤0.01%
+1,707
1117
$13K ﹤0.01%
+1,489
1118
$13K ﹤0.01%
+390
1119
$13K ﹤0.01%
+215
1120
$13K ﹤0.01%
+154
1121
$13K ﹤0.01%
+560
1122
$13K ﹤0.01%
+165
1123
$13K ﹤0.01%
+696
1124
$13K ﹤0.01%
+161
1125
$13K ﹤0.01%
+627
43 44
45
46 47