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
$1.49B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10M
3
+$7.25M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.52M
5
ACN icon
Accenture
ACN
+$3.99M

Top Sells

1
+$10.2M
2
+$8.8M
3
+$8.51M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.78M

Sector Composition

1 Technology 11.76%
2 Financials 5.62%
3 Healthcare 5.04%
4 Consumer Discretionary 3.76%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.08%
5,262
+100
152
$1.11M 0.07%
7,453
+366
153
$1.11M 0.07%
4,541
-545
154
$1.1M 0.07%
10,136
+731
155
$1.08M 0.07%
5,577
-258
156
$1.08M 0.07%
6,354
+212
157
$1.07M 0.07%
23,754
+3
158
$1.06M 0.07%
17,440
+1,221
159
$1.05M 0.07%
9,007
+906
160
$1.04M 0.07%
36,042
+530
161
$1.04M 0.07%
70,000
+7,500
162
$1.04M 0.07%
7,907
-173
163
$1.04M 0.07%
15,536
-4
164
$1.03M 0.07%
+27,016
165
$1.02M 0.07%
6,405
+530
166
$1.02M 0.07%
12,644
-228
167
$1.01M 0.07%
6,982
-49
168
$1.01M 0.07%
3,413
-520
169
$1M 0.07%
31,750
+4,500
170
$1M 0.07%
5,685
-104
171
$997K 0.07%
3,068
+193
172
$996K 0.07%
8,002
-1,466
173
$995K 0.07%
8,309
-40
174
$993K 0.07%
36,704
+1,968
175
$988K 0.07%
15,717
+1,166
5 6
7
8 9