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 7.23%
3 Financials 7.04%
4 Industrials 6.04%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$844K 0.16%
+956
102
$829K 0.15%
+18,449
103
$820K 0.15%
+12,308
104
$816K 0.15%
+8,262
105
$809K 0.15%
+3,995
106
$797K 0.15%
+78,108
107
$786K 0.15%
+6,960
108
$771K 0.14%
+15,428
109
$763K 0.14%
+5,124
110
$753K 0.14%
+7,825
111
$747K 0.14%
+4,601
112
$737K 0.14%
+38,812
113
$733K 0.14%
+13,546
114
$733K 0.14%
+8,340
115
$728K 0.14%
+21,540
116
$723K 0.13%
+3,831
117
$682K 0.13%
+5,529
118
$661K 0.12%
+7,952
119
$658K 0.12%
+12,827
120
$658K 0.12%
+13,900
121
$654K 0.12%
+20,946
122
$651K 0.12%
+14,526
123
$645K 0.12%
+67,845
124
$634K 0.12%
+8,093
125
$633K 0.12%
+24,360
3 4
5
6 7