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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 6.06%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$1K ﹤0.01%
+34
1602
$1K ﹤0.01%
+5
1603
$1K ﹤0.01%
+40
1604
$1K ﹤0.01%
+142
1605
$1K ﹤0.01%
+43
1606
$1K ﹤0.01%
+55
1607
$1K ﹤0.01%
+50
1608
$1K ﹤0.01%
+18
1609
$1K ﹤0.01%
+29
1610
$1K ﹤0.01%
+41
1611
$1K ﹤0.01%
+16
1612
$1K ﹤0.01%
+14
1613
$1K ﹤0.01%
+12
1614
– –
0
1615
$1K ﹤0.01%
+29
1616
$1K ﹤0.01%
+5
1617
$1K ﹤0.01%
+28
1618
$1K ﹤0.01%
+32
1619
$1K ﹤0.01%
+62
1620
$1K ﹤0.01%
+15
1621
$1K ﹤0.01%
+14
1622
$1K ﹤0.01%
+26
1623
$1K ﹤0.01%
+32
1624
$1K ﹤0.01%
+21
1625
– –
0
63 64
65
66 67