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
1626
$1K ﹤0.01%
+5
1627
$1K ﹤0.01%
+28
1628
$1K ﹤0.01%
+32
1629
$1K ﹤0.01%
+62
1630
$1K ﹤0.01%
+15
1631
$1K ﹤0.01%
+14
1632
$1K ﹤0.01%
+26
1633
$1K ﹤0.01%
+32
1634
$1K ﹤0.01%
+21
1635
– –
0
1636
$1K ﹤0.01%
+124
1637
$1K ﹤0.01%
+6
1638
$1K ﹤0.01%
+8
1639
$1K ﹤0.01%
+25
1640
$1K ﹤0.01%
+66
1641
$1K ﹤0.01%
+18
1642
$1K ﹤0.01%
+11
1643
$1K ﹤0.01%
+16
1644
$1K ﹤0.01%
+22
1645
$1K ﹤0.01%
+100
1646
– –
0
1647
$1K ﹤0.01%
+37
1648
$1K ﹤0.01%
+25
1649
$1K ﹤0.01%
+84
1650
$1K ﹤0.01%
+68
64 65
66
67 68