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
1601
$1K ﹤0.01%
+3
1602
$1K ﹤0.01%
+34
1603
$1K ﹤0.01%
+5
1604
$1K ﹤0.01%
+40
1605
$1K ﹤0.01%
+142
1606
$1K ﹤0.01%
+43
1607
$1K ﹤0.01%
+55
1608
$1K ﹤0.01%
+50
1609
$1K ﹤0.01%
+18
1610
$1K ﹤0.01%
+29
1611
$1K ﹤0.01%
+41
1612
$1K ﹤0.01%
+16
1613
$1K ﹤0.01%
+14
1614
$1K ﹤0.01%
+12
1615
– –
0
1616
$1K ﹤0.01%
+29
1617
$1K ﹤0.01%
+28
1618
$1K ﹤0.01%
+62
1619
$1K ﹤0.01%
+15
1620
$1K ﹤0.01%
+14
1621
$1K ﹤0.01%
+26
1622
$1K ﹤0.01%
+32
1623
$1K ﹤0.01%
+21
1624
– –
0
1625
$1K ﹤0.01%
+124
63 64
65
66 67