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 7.23%
3 Financials 7.04%
4 Industrials 6.04%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$499K 0.09%
+10,755
152
$497K 0.09%
+6,441
153
$495K 0.09%
+19,021
154
$490K 0.09%
+7,888
155
$488K 0.09%
+15,349
156
$485K 0.09%
+2,553
157
$484K 0.09%
+4,785
158
$483K 0.09%
+19,307
159
$475K 0.09%
+7,439
160
$473K 0.09%
+7,866
161
$472K 0.09%
+33,605
162
$471K 0.09%
+9,106
163
$465K 0.09%
+6,325
164
$464K 0.09%
+1,515
165
$463K 0.09%
+6,022
166
$461K 0.09%
+9,460
167
$461K 0.09%
+5,996
168
$458K 0.09%
+8,930
169
$455K 0.08%
+2,526
170
$455K 0.08%
+3,771
171
$455K 0.08%
+4,622
172
$451K 0.08%
+8,950
173
$451K 0.08%
+11,271
174
$449K 0.08%
+545
175
$449K 0.08%
+4,822