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
1376
$5K ﹤0.01%
+265
1377
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+857
1378
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+254
1379
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1380
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+255
1382
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+200
1383
$4K ﹤0.01%
+230
1384
– –
0
1385
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1386
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+71
1387
$4K ﹤0.01%
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1389
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1390
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+100
1391
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+300
1392
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1393
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+100
1395
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+112
1396
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+79
1397
$4K ﹤0.01%
+105
1398
$4K ﹤0.01%
+38
1399
$4K ﹤0.01%
+141
1400
$4K ﹤0.01%
+117
54 55
56
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