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
501
$141K 0.01%
7,245
-1,338
502
$141K 0.01%
2,410
+207
503
$140K 0.01%
4,209
-11
504
$140K 0.01%
14,550
+840
505
$140K 0.01%
4,854
+908
506
$139K 0.01%
1,839
-130
507
$139K 0.01%
3,507
+999
508
$138K 0.01%
1,648
509
$138K 0.01%
425
+70
510
$138K 0.01%
3,648
-14
511
$137K 0.01%
3,209
+6
512
$136K 0.01%
938
+7
513
$135K 0.01%
3,754
+788
514
$135K 0.01%
7,160
+50
515
$135K 0.01%
2,506
-21
516
$135K 0.01%
3,106
+21
517
$134K 0.01%
3,428
518
$133K 0.01%
4,403
+1,423
519
$133K 0.01%
1,895
+692
520
$131K 0.01%
2,971
+616
521
$131K 0.01%
2,434
522
$130K 0.01%
+2,000
523
$130K 0.01%
2,291
-344
524
$129K 0.01%
1,448
-193
525
$129K 0.01%
7,725
-2,554
19 20
21
22 23