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
1526
$2K ﹤0.01%
+71
1527
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+175
1528
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+17
1529
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+213
1530
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+39
1531
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+83
1532
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+49
1533
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+26
1534
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+45
1535
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+220
1536
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+41
1537
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+700
1538
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+81
1539
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+90
1540
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+107
1541
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+50
1542
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+70
1543
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+150
1544
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+49
1545
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+50
1546
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+39
1547
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+60
1548
$2K ﹤0.01%
+40
1549
$2K ﹤0.01%
+234
1550
$2K ﹤0.01%
+107
60 61
62
63 64