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
176
$978K 0.07%
11,430
+151
177
$974K 0.07%
69,345
+1,500
178
$965K 0.06%
8,505
-759
179
$962K 0.06%
19,287
+918
180
$927K 0.06%
50,200
+140
181
$925K 0.06%
17,484
+108
182
$920K 0.06%
9,712
+334
183
$901K 0.06%
4,230
+27
184
$889K 0.06%
16,147
+2,381
185
$875K 0.06%
16,330
-251
186
$875K 0.06%
23,002
187
$858K 0.06%
5,095
+519
188
$858K 0.06%
40,512
+4,611
189
$852K 0.06%
+6,359
190
$848K 0.06%
2,504
-3
191
$848K 0.06%
7,073
+21
192
$843K 0.06%
9,314
+304
193
$831K 0.06%
12,772
+770
194
$828K 0.06%
15,400
+1,011
195
$826K 0.06%
9,873
+68
196
$823K 0.06%
24,609
197
$811K 0.05%
5,705
+118
198
$810K 0.05%
4,979
+663
199
$808K 0.05%
3,987
+34
200
$807K 0.05%
3,398
+20
6 7
8
9 10