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
401
$200K 0.02%
14,597
-16
402
$200K 0.02%
3,218
-132
403
$198K 0.02%
1,899
-143
404
$198K 0.02%
2,425
-491
405
$196K 0.02%
1,224
+9
406
– –
0
407
$194K 0.02%
7,039
-645
408
$194K 0.02%
5,513
+4,717
409
$193K 0.02%
10,934
-812
410
$193K 0.02%
1,763
-1,017
411
$191K 0.02%
3,621
-630
412
$189K 0.02%
1,123
+20
413
$187K 0.02%
694
+402
414
$187K 0.02%
11,706
-1,500
415
$187K 0.02%
7,064
-2,268
416
$185K 0.02%
3,050
417
$184K 0.02%
1,883
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418
$184K 0.02%
1,973
-2,346
419
$184K 0.02%
6,593
-1,118
420
$183K 0.02%
1,897
-394
421
$183K 0.02%
4,211
-56
422
$182K 0.02%
3,713
423
$181K 0.02%
6,802
+2,025
424
$180K 0.02%
3,146
+11
425
$179K 0.02%
1,678
15 16
17
18 19