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
601
$100K 0.01%
617
+51
602
$100K 0.01%
3,530
+1,017
603
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1,856
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$99K 0.01%
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606
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607
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608
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2,449
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$97K 0.01%
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610
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611
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1,128
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612
$96K 0.01%
6,108
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613
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4,041
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614
$96K 0.01%
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-1,046
615
$95K 0.01%
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616
$95K 0.01%
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$94K 0.01%
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621
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2,499
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622
$94K 0.01%
2,402
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623
$94K 0.01%
9,366
+48
624
$94K 0.01%
1,117
-2
625
$94K 0.01%
+3,449
23 24
25
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