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 9.91%
2 Financials 6.05%
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
301
$332K 0.03%
24,630
302
$331K 0.03%
4,904
+180
303
$331K 0.03%
3,938
+94
304
$330K 0.03%
2,912
-47
305
$328K 0.03%
7,976
+1,761
306
$326K 0.03%
10,967
-1,882
307
$323K 0.03%
2,984
+288
308
$323K 0.03%
3,885
+9
309
$321K 0.03%
6,149
-1,375
310
$319K 0.03%
10,546
+133
311
$319K 0.03%
6,629
+353
312
$317K 0.03%
1,803
+147
313
$316K 0.03%
8,105
-587
314
$316K 0.03%
11,720
-3,738
315
$314K 0.03%
5,605
-183
316
$312K 0.03%
7,309
-3,343
317
$307K 0.03%
9,171
+651
318
$306K 0.03%
1
319
$306K 0.03%
40,054
+17,881
320
$304K 0.03%
2,967
-149
321
$304K 0.03%
6,928
-1,659
322
$303K 0.03%
13,913
+2,063
323
$301K 0.03%
3,297
-85
324
$295K 0.03%
5,180
+6
325
$294K 0.03%
+1,884
11 12
13
14 15