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
476
$151K 0.01%
3,138
+11
477
$150K 0.01%
4,575
-288
478
$150K 0.01%
3,021
+405
479
$149K 0.01%
4,125
+5
480
$148K 0.01%
3,404
+383
481
$148K 0.01%
3,822
+335
482
$148K 0.01%
12,392
+1,656
483
$147K 0.01%
2,253
+1
484
$146K 0.01%
2,820
485
$146K 0.01%
8,400
486
– –
0
487
$146K 0.01%
8,775
-35
488
$145K 0.01%
693
+135
489
$145K 0.01%
1,867
-66
490
– –
0
491
$144K 0.01%
1,660
-25
492
$144K 0.01%
2,213
-89
493
$144K 0.01%
1,248
+442
494
$144K 0.01%
1,860
+11
495
$144K 0.01%
2,457
-942
496
$143K 0.01%
1,338
-287
497
$142K 0.01%
813
+367
498
$142K 0.01%
2,062
+1,058
499
$142K 0.01%
4,087
+1,086
500
$142K 0.01%
1,801
-1,140
18 19
20
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