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
1126
$13K ﹤0.01%
+400
1127
$13K ﹤0.01%
+500
1128
$13K ﹤0.01%
+329
1129
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+939
1130
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+203
1131
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+420
1132
$13K ﹤0.01%
+862
1133
$12K ﹤0.01%
+200
1134
$12K ﹤0.01%
+1,100
1135
$12K ﹤0.01%
+481
1136
$12K ﹤0.01%
+204
1137
$12K ﹤0.01%
+504
1138
$12K ﹤0.01%
+2,105
1139
$12K ﹤0.01%
+784
1140
$12K ﹤0.01%
+487
1141
$12K ﹤0.01%
+208
1142
$12K ﹤0.01%
+300
1143
$12K ﹤0.01%
+180
1144
$12K ﹤0.01%
+414
1145
$12K ﹤0.01%
+771
1146
$12K ﹤0.01%
+848
1147
$12K ﹤0.01%
+360
1148
$12K ﹤0.01%
+671
1149
$12K ﹤0.01%
+1,400
1150
$12K ﹤0.01%
+142
44 45
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