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
$1.49B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10M
3
+$7.25M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.52M
5
ACN icon
Accenture
ACN
+$3.99M

Top Sells

1
+$10.2M
2
+$8.8M
3
+$8.51M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.78M

Sector Composition

1 Technology 11.76%
2 Financials 5.62%
3 Healthcare 5.04%
4 Consumer Discretionary 3.76%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.94M 0.13%
5,946
102
$1.93M 0.13%
20,450
+1,851
103
$1.9M 0.13%
29,667
+10,407
104
$1.86M 0.12%
14,496
-16,345
105
$1.81M 0.12%
34,118
-1,639
106
$1.76M 0.12%
8,313
+1,083
107
$1.74M 0.12%
5,261
+136
108
$1.72M 0.12%
32,060
+10,890
109
$1.71M 0.12%
30,442
+16,003
110
$1.71M 0.11%
31,705
+3,739
111
$1.69M 0.11%
9,557
+101
112
$1.67M 0.11%
5,694
+180
113
$1.66M 0.11%
15,427
+5,379
114
$1.64M 0.11%
11,929
+93
115
$1.64M 0.11%
27,276
+104
116
$1.58M 0.11%
21,261
+8,671
117
$1.54M 0.1%
13,553
+11,762
118
$1.53M 0.1%
52,320
-150
119
$1.52M 0.1%
3,024
+65
120
$1.51M 0.1%
6,859
+181
121
$1.49M 0.1%
252,840
+80,360
122
$1.48M 0.1%
52,890
+2,220
123
$1.47M 0.1%
4,275
+97
124
$1.47M 0.1%
4,140
-118
125
$1.46M 0.1%
12,103
-11
3 4
5
6 7