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
551
$118K 0.01%
5,890
+1,070
552
$117K 0.01%
822
+30
553
$117K 0.01%
3,335
554
$117K 0.01%
629
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555
$117K 0.01%
2,362
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556
$116K 0.01%
1,695
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557
$116K 0.01%
8,780
-111
558
$115K 0.01%
3,400
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559
$115K 0.01%
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560
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3,501
-335
561
$114K 0.01%
891
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562
$114K 0.01%
812
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563
$114K 0.01%
709
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564
$114K 0.01%
3,301
565
$114K 0.01%
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2,634
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$112K 0.01%
678
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$111K 0.01%
9,271
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572
$111K 0.01%
3,916
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$111K 0.01%
5,055
-548
574
$111K 0.01%
2,184
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575
$109K 0.01%
988
-69
21 22
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