WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$21.8M
2
+$12.4M
3
+$10.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.38M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$8.14M

Top Sells

1
+$5.97M
2
+$5.12M
3
+$4.75M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.81M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.09M

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
751
$65K 0.01%
1,947
-167
752
$65K 0.01%
1,644
-126
753
$65K 0.01%
1,060
+309
754
$64K 0.01%
3,363
+718
755
$64K 0.01%
668
+150
756
$63K 0.01%
258
+46
757
$63K 0.01%
680
-17
758
$63K 0.01%
1,386
+100
759
$63K 0.01%
1,477
-449
760
$63K 0.01%
633
-36
761
$63K 0.01%
398
-126
762
$62K 0.01%
2,000
763
$62K 0.01%
7,577
+794
764
$62K 0.01%
1,157
+135
765
$62K 0.01%
239
+36
766
$62K 0.01%
1,534
-487
767
$62K 0.01%
431
+9
768
$61K 0.01%
4,202
769
$61K 0.01%
1,088
+33
770
$61K 0.01%
1,329
-179
771
$61K 0.01%
920
-474
772
$61K 0.01%
645
+9
773
$61K 0.01%
9,500
-5,000
774
$61K 0.01%
1,512
+459
775
$61K 0.01%
708
+9
29 30
31
32 33