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
1226
$9K ﹤0.01%
+1,000
1227
$9K ﹤0.01%
+300
1228
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+281
1229
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+467
1230
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+289
1231
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+160
1232
$9K ﹤0.01%
+259
1233
$9K ﹤0.01%
+1,100
1234
$9K ﹤0.01%
+578
1235
$9K ﹤0.01%
+20
1236
$9K ﹤0.01%
+500
1237
$9K ﹤0.01%
+1,291
1238
$9K ﹤0.01%
+815
1239
$8K ﹤0.01%
+2,023
1240
$8K ﹤0.01%
+450
1241
$8K ﹤0.01%
+87
1242
$8K ﹤0.01%
+600
1243
$8K ﹤0.01%
+578
1244
$8K ﹤0.01%
+200
1245
– –
0
1246
$8K ﹤0.01%
+320
1247
$8K ﹤0.01%
+11
1248
$8K ﹤0.01%
+1,325
1249
$8K ﹤0.01%
+320
1250
$8K ﹤0.01%
+847
48 49
50
51 52