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
$1.49B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10M
3
+$7.25M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.52M
5
ACN icon
Accenture
ACN
+$3.99M

Top Sells

1
+$10.2M
2
+$8.8M
3
+$8.51M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.78M

Sector Composition

1 Technology 11.76%
2 Financials 5.62%
3 Healthcare 5.04%
4 Consumer Discretionary 3.76%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.1%
15,721
+52
127
$1.41M 0.09%
51,047
+2,964
128
$1.4M 0.09%
21,454
-3,503
129
$1.37M 0.09%
12,302
-422
130
$1.36M 0.09%
23,011
+302
131
$1.36M 0.09%
10,618
+3,282
132
$1.33M 0.09%
41,010
+730
133
$1.32M 0.09%
15,000
+1,041
134
$1.32M 0.09%
10,269
-112
135
$1.32M 0.09%
13,926
+502
136
$1.3M 0.09%
5,652
+32
137
$1.27M 0.09%
22,386
+15,547
138
$1.26M 0.08%
22,646
-1,260
139
$1.26M 0.08%
6,468
+143
140
$1.25M 0.08%
64,262
141
$1.24M 0.08%
14,525
+1,970
142
$1.21M 0.08%
21,710
+4,847
143
$1.21M 0.08%
6,755
+40
144
$1.21M 0.08%
10,019
145
$1.2M 0.08%
5,602
-93
146
$1.2M 0.08%
25,168
-7,119
147
$1.2M 0.08%
15,176
+7,792
148
$1.16M 0.08%
23,259
+1,147
149
$1.16M 0.08%
2,976
+1,128
150
$1.12M 0.08%
5,802
-267
4 5
6
7 8