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
176
$444K 0.08%
+14,040
177
$443K 0.08%
+4,801
178
$437K 0.08%
+6,009
179
$436K 0.08%
+16,377
180
$434K 0.08%
+6,303
181
$434K 0.08%
+9,622
182
$423K 0.08%
+3,188
183
$421K 0.08%
+6,058
184
$417K 0.08%
+1,921
185
$415K 0.08%
+4,904
186
$412K 0.08%
+6,383
187
$411K 0.08%
+6,368
188
$411K 0.08%
+15,372
189
$409K 0.08%
+5,750
190
$409K 0.08%
+11,311
191
$408K 0.08%
+6,049
192
$402K 0.07%
+18,717
193
$400K 0.07%
+3,543
194
$400K 0.07%
+10,488
195
$397K 0.07%
+8,825
196
$393K 0.07%
+4,545
197
$389K 0.07%
+21,211
198
$387K 0.07%
+5,694
199
$385K 0.07%
+5,954
200
$382K 0.07%
+2,019
6 7
8
9 10