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
1501
$3K ﹤0.01%
+107
1502
$3K ﹤0.01%
+106
1503
$3K ﹤0.01%
+136
1504
$3K ﹤0.01%
+75
1505
$3K ﹤0.01%
+15
1506
$3K ﹤0.01%
+25
1507
$3K ﹤0.01%
+76
1508
$2K ﹤0.01%
+46
1509
$2K ﹤0.01%
+121
1510
$2K ﹤0.01%
+66
1511
$2K ﹤0.01%
+174
1512
$2K ﹤0.01%
+35
1513
$2K ﹤0.01%
+45
1514
$2K ﹤0.01%
+178
1515
$2K ﹤0.01%
+112
1516
$2K ﹤0.01%
+84
1517
$2K ﹤0.01%
+46
1518
$2K ﹤0.01%
+80
1519
$2K ﹤0.01%
+105
1520
$2K ﹤0.01%
+150
1521
$2K ﹤0.01%
+58
1522
$2K ﹤0.01%
+72
1523
– –
0
1524
$2K ﹤0.01%
+50
1525
$2K ﹤0.01%
+47
59 60
61
62 63