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
1801
$0 ﹤0.01%
+16
1802
$0 ﹤0.01%
+41
1803
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+8
1804
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1805
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1806
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1807
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1808
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+90
1809
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+35
1810
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1811
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1812
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1814
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1815
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1816
$0 ﹤0.01%
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1817
– –
0
1818
$0 ﹤0.01%
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1819
$0 ﹤0.01%
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1820
$0 ﹤0.01%
+8
1821
– –
0
1822
$0 ﹤0.01%
+37
1823
$0 ﹤0.01%
+16
1824
$0 ﹤0.01%
+12
1825
$0 ﹤0.01%
+8
71 72
73
74 75