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
1151
$12K ﹤0.01%
+840
1152
$12K ﹤0.01%
+864
1153
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+700
1154
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+70
1155
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+327
1156
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+454
1157
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+486
1158
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+2,324
1159
$12K ﹤0.01%
+185
1160
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+997
1161
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+464
1162
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+150
1163
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+90
1164
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+183
1165
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+150
1166
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+298
1167
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+202
1168
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+450
1169
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+167
1170
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+100
1171
$11K ﹤0.01%
+399
1172
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+200
1173
$11K ﹤0.01%
+1,251
1174
$11K ﹤0.01%
+406
1175
$11K ﹤0.01%
+370
45 46
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