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
1176
– –
0
1177
$11K ﹤0.01%
+204
1178
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+553
1179
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1180
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+490
1181
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+1,194
1182
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+6,000
1183
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+120
1184
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+241
1185
$11K ﹤0.01%
+250
1186
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+230
1187
$10K ﹤0.01%
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+100
1189
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+1,021
1190
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+330
1191
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+667
1192
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+229
1193
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+737
1194
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+200
1195
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+186
1196
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+1,533
1197
$10K ﹤0.01%
+429
1198
$10K ﹤0.01%
+300
1199
$10K ﹤0.01%
+258
1200
$10K ﹤0.01%
+200
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