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
1401
$4K ﹤0.01%
+381
1402
$4K ﹤0.01%
+109
1403
$4K ﹤0.01%
+132
1404
$4K ﹤0.01%
+170
1405
$4K ﹤0.01%
+98
1406
$4K ﹤0.01%
+584
1407
$4K ﹤0.01%
+6
1408
$4K ﹤0.01%
+33
1409
$4K ﹤0.01%
+79
1410
$4K ﹤0.01%
+169
1411
$4K ﹤0.01%
+336
1412
$4K ﹤0.01%
+3,000
1413
$4K ﹤0.01%
+552
1414
$4K ﹤0.01%
+975
1415
$4K ﹤0.01%
+152
1416
$4K ﹤0.01%
+87
1417
$4K ﹤0.01%
+135
1418
$4K ﹤0.01%
+261
1419
$4K ﹤0.01%
+300
1420
$4K ﹤0.01%
+48
1421
$4K ﹤0.01%
+931
1422
$4K ﹤0.01%
+84
1423
$4K ﹤0.01%
+35
1424
$4K ﹤0.01%
+2
1425
0