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
1201
$10K ﹤0.01%
+667
1202
$10K ﹤0.01%
+229
1203
$10K ﹤0.01%
+429
1204
$10K ﹤0.01%
+300
1205
$10K ﹤0.01%
+258
1206
$10K ﹤0.01%
+200
1207
$10K ﹤0.01%
+118
1208
$10K ﹤0.01%
+156
1209
$10K ﹤0.01%
+62
1210
$10K ﹤0.01%
+125
1211
$9K ﹤0.01%
+200
1212
$9K ﹤0.01%
+430
1213
$9K ﹤0.01%
+144
1214
$9K ﹤0.01%
+113
1215
$9K ﹤0.01%
+250
1216
$9K ﹤0.01%
+195
1217
$9K ﹤0.01%
+248
1218
$9K ﹤0.01%
+80
1219
$9K ﹤0.01%
+309
1220
– –
0
1221
$9K ﹤0.01%
+138
1222
$9K ﹤0.01%
+500
1223
$9K ﹤0.01%
+1,000
1224
$9K ﹤0.01%
+300
1225
$9K ﹤0.01%
+281
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