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
201
$382K 0.07%
+8,962
202
$380K 0.07%
+12,356
203
$380K 0.07%
+4,649
204
$379K 0.07%
+4,085
205
$377K 0.07%
+4,388
206
$375K 0.07%
+3,274
207
$373K 0.07%
+11,109
208
$372K 0.07%
+3,664
209
$370K 0.07%
+26,284
210
$365K 0.07%
+275
211
$364K 0.07%
+12,414
212
$363K 0.07%
+4,076
213
$358K 0.07%
+10,350
214
$358K 0.07%
+22,650
215
$356K 0.07%
+7,655
216
$354K 0.07%
+3,671
217
$352K 0.07%
+4,651
218
$352K 0.07%
+15,000
219
$350K 0.07%
+1,158
220
$350K 0.07%
+5,224
221
$350K 0.07%
+4,425
222
$350K 0.07%
+8,970
223
$349K 0.06%
+2,630
224
$348K 0.06%
+6,977
225
$347K 0.06%
+8,880
7 8
9
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