WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$40.3M
2
+$33.1M
3
+$23.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$18.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M

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
1576
$2K ﹤0.01%
+78
1577
$2K ﹤0.01%
+151
1578
$2K ﹤0.01%
+32
1579
$2K ﹤0.01%
+70
1580
$2K ﹤0.01%
+31
1581
$2K ﹤0.01%
+133
1582
$1K ﹤0.01%
+30
1583
$1K ﹤0.01%
+51
1584
$1K ﹤0.01%
+17
1585
$1K ﹤0.01%
+36
1586
$1K ﹤0.01%
+142
1587
$1K ﹤0.01%
+24
1588
$1K ﹤0.01%
+38
1589
$1K ﹤0.01%
+4
1590
$1K ﹤0.01%
+23
1591
$1K ﹤0.01%
+71
1592
$1K ﹤0.01%
+3
1593
$1K ﹤0.01%
+34
1594
$1K ﹤0.01%
+5
1595
$1K ﹤0.01%
+40
1596
$1K ﹤0.01%
+43
1597
$1K ﹤0.01%
+55
1598
$1K ﹤0.01%
+50
1599
$1K ﹤0.01%
+18
1600
$1K ﹤0.01%
+29
62 63
64
65 66