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
1651
$1K ﹤0.01%
+46
1652
$1K ﹤0.01%
+33
1653
$1K ﹤0.01%
+103
1654
$1K ﹤0.01%
+103
1655
$1K ﹤0.01%
+49
1656
$1K ﹤0.01%
+58
1657
$1K ﹤0.01%
+50
1658
$1K ﹤0.01%
+3
1659
$1K ﹤0.01%
+4
1660
$1K ﹤0.01%
+22
1661
$1K ﹤0.01%
+55
1662
$1K ﹤0.01%
+186
1663
$1K ﹤0.01%
+31
1664
$1K ﹤0.01%
+80
1665
$1K ﹤0.01%
+27
1666
$1K ﹤0.01%
+76
1667
$1K ﹤0.01%
+79
1668
$1K ﹤0.01%
+15
1669
$1K ﹤0.01%
+4
1670
$1K ﹤0.01%
+22
1671
$1K ﹤0.01%
+485
1672
$1K ﹤0.01%
+137
1673
$1K ﹤0.01%
+54
1674
$1K ﹤0.01%
+24
1675
$1K ﹤0.01%
+28