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 7.23%
3 Financials 7.04%
4 Industrials 6.04%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$633K 0.12%
+17,864
127
$632K 0.12%
+10,955
128
$626K 0.12%
+5,892
129
$621K 0.12%
+43,863
130
$605K 0.11%
+5,802
131
$603K 0.11%
+15,455
132
$592K 0.11%
+7,572
133
$589K 0.11%
+5,668
134
$587K 0.11%
+12,712
135
$581K 0.11%
+22,642
136
$569K 0.11%
+7,138
137
$566K 0.11%
+6,715
138
$563K 0.1%
+7,308
139
$561K 0.1%
+7,784
140
$554K 0.1%
+3,973
141
$545K 0.1%
+8,158
142
$544K 0.1%
+5,709
143
$534K 0.1%
+4,772
144
$527K 0.1%
+6,959
145
$521K 0.1%
+1,530
146
$518K 0.1%
+6,151
147
$514K 0.1%
+5,757
148
$513K 0.1%
+2,503
149
$509K 0.09%
+4,666
150
$506K 0.09%
+12,225