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
801
$57K 0.01%
6,550
+450
802
$57K 0.01%
796
803
$57K 0.01%
606
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804
$57K 0.01%
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-334
805
$56K 0.01%
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-347
806
$56K 0.01%
782
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807
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2,286
808
$56K 0.01%
618
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$56K 0.01%
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810
$56K 0.01%
8,597
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811
$56K 0.01%
1,470
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812
$56K 0.01%
1,640
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813
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0
814
$56K 0.01%
8,585
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815
$56K 0.01%
2,196
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816
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1,163
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817
$56K 0.01%
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818
$55K ﹤0.01%
3,411
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819
$55K ﹤0.01%
3,769
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820
$55K ﹤0.01%
855
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821
– –
0
822
$55K ﹤0.01%
1,602
+2
823
$55K ﹤0.01%
563
+169
824
– –
0
825
$55K ﹤0.01%
+2,097
31 32
33
34 35