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
$1.12B
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.5M
3
+$9.99M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.83M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.76M

Top Sells

1
+$5.97M
2
+$4.75M
3
+$4.45M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.42M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.98M

Sector Composition

1 Technology 9.92%
2 Financials 6.04%
3 Healthcare 5.35%
4 Industrials 3.46%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$415K 0.04%
1,695
+85
252
$415K 0.04%
6,364
+287
253
$414K 0.04%
8,900
-1,742
254
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6,609
+452
255
$408K 0.04%
6,200
+52
256
– –
0
257
$405K 0.04%
18,270
+2,430
258
$403K 0.04%
2,617
259
$400K 0.04%
5,604
-680
260
$400K 0.04%
3,736
+260
261
$400K 0.04%
6,376
+39
262
$396K 0.04%
6,649
-205
263
$395K 0.04%
11,838
264
$394K 0.04%
2,641
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265
$394K 0.04%
8,980
+1,388
266
$393K 0.04%
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267
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20,178
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268
$388K 0.03%
3,000
-128
269
$388K 0.03%
5,169
-331
270
$387K 0.03%
3,334
-461
271
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4,855
-284
272
$387K 0.03%
5,019
-653
273
$385K 0.03%
29,142
+26,952
274
$385K 0.03%
+50,308
275
$378K 0.03%
5,434
-496
9 10
11
12 13