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 9.92%
2 Financials 6.04%
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
51
$3.72M 0.33%
71,860
-2,120
52
$3.44M 0.31%
71,894
+45,697
53
$3.38M 0.3%
30,829
+941
54
$3.38M 0.3%
156,551
-506
55
$3.37M 0.3%
46,268
+1,022
56
$3.05M 0.27%
19,161
+8
57
$3.02M 0.27%
69,718
+3,481
58
$2.89M 0.26%
26,584
+605
59
$2.81M 0.25%
25,903
-684
60
$2.81M 0.25%
59,956
+1,242
61
$2.78M 0.25%
16,178
+252
62
$2.69M 0.24%
22,180
-9,074
63
$2.69M 0.24%
71,380
-228
64
$2.68M 0.24%
20,979
+86
65
$2.65M 0.24%
12,069
-446
66
$2.64M 0.23%
35,879
+412
67
$2.6M 0.23%
19,805
+172
68
$2.45M 0.22%
26,842
-45
69
$2.41M 0.21%
+211,520
70
$2.35M 0.21%
36,543
-457
71
$2.31M 0.21%
7,158
-887
72
$2.31M 0.21%
73,616
+27
73
$2.2M 0.2%
28,239
-240
74
$2.17M 0.19%
15,710
+251
75
$2.1M 0.19%
22,728
+119
1 2
3
4 5