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
526
$129K 0.01%
2,780
+167
527
$128K 0.01%
3,948
+329
528
$127K 0.01%
2,958
-1,582
529
$127K 0.01%
1,035
-109
530
$127K 0.01%
3,323
-123
531
$127K 0.01%
20,000
532
$127K 0.01%
1,892
-15
533
$126K 0.01%
982
+54
534
$126K 0.01%
1,690
-47
535
$126K 0.01%
4,509
+160
536
$125K 0.01%
5,849
-450
537
$125K 0.01%
4,028
+2
538
$124K 0.01%
5,692
-425
539
$124K 0.01%
2,501
-315
540
$124K 0.01%
2,078
+46
541
$124K 0.01%
2,284
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542
$122K 0.01%
1,515
-106
543
$121K 0.01%
1,133
-45
544
$121K 0.01%
128
-16
545
$121K 0.01%
5,230
+81
546
$120K 0.01%
5,234
547
$120K 0.01%
2,281
+15
548
$119K 0.01%
1,020
549
$119K 0.01%
1,981
+1,129
550
$118K 0.01%
3,009
+456
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