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
326
$294K 0.03%
13,446
-1,499
327
$294K 0.03%
834
+121
328
$292K 0.03%
3,592
-88
329
$292K 0.03%
4,868
-539
330
$290K 0.03%
346
+41
331
$290K 0.03%
4,379
-49
332
$288K 0.03%
2,409
-38
333
$287K 0.03%
3,438
-497
334
$285K 0.03%
21,293
+1,400
335
$281K 0.03%
6,043
-137
336
$280K 0.02%
4,118
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337
$280K 0.02%
1,785
+11
338
$280K 0.02%
2,097
-12
339
$279K 0.02%
9,676
340
$276K 0.02%
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341
$275K 0.02%
13,062
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342
$274K 0.02%
5,358
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343
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2,675
344
$273K 0.02%
960
-103
345
$271K 0.02%
3,420
+2,447
346
$271K 0.02%
7,094
+3,514
347
$270K 0.02%
6,875
348
$269K 0.02%
11,479
+157
349
$265K 0.02%
4,650
-250
350
$261K 0.02%
3,049
-70
12 13
14
15 16