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
701
$76K 0.01%
1,588
+113
702
$75K 0.01%
1,995
-500
703
$75K 0.01%
7,935
-1,800
704
$75K 0.01%
1,398
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705
$75K 0.01%
1,351
-12
706
$74K 0.01%
3,000
707
$74K 0.01%
2,156
+1,061
708
$74K 0.01%
4,977
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$74K 0.01%
707
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710
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1,520
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711
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2,343
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712
$73K 0.01%
2,133
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713
$73K 0.01%
2,600
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714
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3,333
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715
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3,219
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716
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796
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718
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6,148
719
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1,778
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720
$72K 0.01%
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721
$71K 0.01%
3,468
+1,176
722
$71K 0.01%
1,998
-143
723
$71K 0.01%
4,945
+671
724
$70K 0.01%
300
+1
725
$70K 0.01%
3,055
+1,000
27 28
29
30 31