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
351
$260K 0.02%
1,727
-202
352
$259K 0.02%
2,049
-182
353
$259K 0.02%
4,083
354
$258K 0.02%
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-277
355
$257K 0.02%
4,380
-120
356
$256K 0.02%
1,265
-123
357
$255K 0.02%
8,554
-203
358
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6,365
-192
359
$253K 0.02%
4,374
-400
360
$251K 0.02%
2,898
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361
$250K 0.02%
12,069
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362
$250K 0.02%
5,232
363
$249K 0.02%
12,147
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364
$247K 0.02%
4,020
-525
365
$243K 0.02%
5,159
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366
$243K 0.02%
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367
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368
$242K 0.02%
6,841
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369
$241K 0.02%
15,262
-8
370
$239K 0.02%
2,874
-228
371
$238K 0.02%
+8,424
372
$237K 0.02%
3,180
+26
373
$235K 0.02%
7,559
-12,684
374
$234K 0.02%
54,615
375
$233K 0.02%
23,000
13 14
15
16 17