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
376
$228K 0.02%
4,381
-258
377
$226K 0.02%
13,587
-36
378
$226K 0.02%
6,075
+731
379
$226K 0.02%
2,735
+203
380
$224K 0.02%
3,155
-122
381
$223K 0.02%
215
-15
382
$221K 0.02%
3,687
-709
383
$221K 0.02%
3,800
-434
384
$217K 0.02%
1,454
+88
385
$217K 0.02%
14,723
386
$217K 0.02%
4,026
-183
387
$215K 0.02%
7,251
+306
388
$214K 0.02%
2,715
+124
389
$214K 0.02%
4,338
-1,929
390
$212K 0.02%
10,049
+6,000
391
$211K 0.02%
7,517
-291
392
$210K 0.02%
8,830
-19,991
393
$209K 0.02%
1,292
+19
394
$209K 0.02%
1,590
-35
395
$206K 0.02%
1,937
396
$203K 0.02%
4,709
-573
397
$202K 0.02%
1,512
+133
398
$202K 0.02%
541
+83
399
$202K 0.02%
12,250
400
$201K 0.02%
2,102
+28
14 15
16
17 18