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
1426
$4K ﹤0.01%
+60
1427
$4K ﹤0.01%
+52
1428
$4K ﹤0.01%
+303
1429
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+142
1430
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+85
1431
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+130
1432
$4K ﹤0.01%
+44
1433
– –
0
1434
$4K ﹤0.01%
+142
1435
$4K ﹤0.01%
+405
1436
$4K ﹤0.01%
+190
1437
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+134
1438
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+83
1439
$4K ﹤0.01%
+157
1440
$3K ﹤0.01%
+600
1441
$3K ﹤0.01%
+1,000
1442
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+50
1443
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+94
1444
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+341
1445
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+83
1446
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+102
1447
$3K ﹤0.01%
+45
1448
$3K ﹤0.01%
+76
1449
$3K ﹤0.01%
+79
1450
$3K ﹤0.01%
+159
56 57
58
59 60