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
1151
$12K ﹤0.01%
+997
1152
$12K ﹤0.01%
+464
1153
$12K ﹤0.01%
+481
1154
$12K ﹤0.01%
+204
1155
$12K ﹤0.01%
+504
1156
$12K ﹤0.01%
+2,105
1157
$12K ﹤0.01%
+784
1158
$12K ﹤0.01%
+487
1159
$12K ﹤0.01%
+1,100
1160
$12K ﹤0.01%
+208
1161
$12K ﹤0.01%
+300
1162
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+150
1163
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+90
1164
$11K ﹤0.01%
+183
1165
$11K ﹤0.01%
+150
1166
$11K ﹤0.01%
+202
1167
$11K ﹤0.01%
+450
1168
$11K ﹤0.01%
+167
1169
$11K ﹤0.01%
+100
1170
$11K ﹤0.01%
+399
1171
$11K ﹤0.01%
+200
1172
$11K ﹤0.01%
+1,251
1173
$11K ﹤0.01%
+406
1174
$11K ﹤0.01%
+370
1175
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