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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 6.06%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$4K ﹤0.01%
+85
1427
$4K ﹤0.01%
+130
1428
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+44
1429
– –
0
1430
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+142
1431
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+405
1432
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+190
1433
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+134
1434
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+83
1435
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+157
1436
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+2
1437
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+141
1438
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+300
1439
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+48
1440
$3K ﹤0.01%
+600
1441
$3K ﹤0.01%
+1,000
1442
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+107
1443
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+50
1444
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+15
1445
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+25
1446
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+76
1447
$3K ﹤0.01%
+106
1448
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+136
1449
$3K ﹤0.01%
+75
1450
$3K ﹤0.01%
+94
56 57
58
59 60