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
426
$178K 0.02%
6,110
+48
427
$178K 0.02%
4,051
+2
428
$177K 0.02%
1,901
-257
429
$177K 0.02%
6,374
+34
430
$177K 0.02%
6,073
-632
431
$176K 0.02%
2,979
+624
432
$174K 0.02%
1,485
+238
433
$173K 0.02%
3,982
-10
434
$172K 0.02%
6,379
-23
435
$172K 0.02%
1,586
-225
436
$171K 0.02%
3,933
+126
437
$171K 0.02%
8,220
-3,325
438
$170K 0.02%
1,844
+94
439
$170K 0.02%
3,236
440
$169K 0.02%
1,989
+244
441
$168K 0.01%
6,349
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442
$168K 0.01%
7,123
-426
443
$168K 0.01%
1,036
+44
444
$167K 0.01%
7,004
-3,052
445
$167K 0.01%
3,000
446
$165K 0.01%
5,126
+845
447
$165K 0.01%
2,763
+1,310
448
$165K 0.01%
1,859
+62
449
$164K 0.01%
11,509
450
$164K 0.01%
2,563
-160
16 17
18
19 20