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
1476
$3K ﹤0.01%
+90
1477
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+220
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+300
1480
– –
0
1481
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+18
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1485
$3K ﹤0.01%
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1486
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+90
1487
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+510
1489
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1490
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1491
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+454
1492
– –
0
1493
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+50
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+109
1496
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+133
1497
$3K ﹤0.01%
+250
1498
$3K ﹤0.01%
+88
1499
$3K ﹤0.01%
+106
1500
$3K ﹤0.01%
+200
58 59
60
61 62