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
826
$54K ﹤0.01%
1,022
-648
827
$54K ﹤0.01%
2,675
828
$54K ﹤0.01%
1,950
829
$54K ﹤0.01%
2,176
+86
830
$54K ﹤0.01%
1,007
-109
831
$54K ﹤0.01%
+2,674
832
$54K ﹤0.01%
521
+78
833
$53K ﹤0.01%
832
834
$53K ﹤0.01%
1,151
-230
835
$53K ﹤0.01%
820
836
$53K ﹤0.01%
1,579
-123
837
$53K ﹤0.01%
2,275
+16
838
$53K ﹤0.01%
1,804
+180
839
$52K ﹤0.01%
1,154
840
– –
0
841
$52K ﹤0.01%
2,590
+63
842
$52K ﹤0.01%
361
-271
843
$52K ﹤0.01%
373
-15
844
$52K ﹤0.01%
4,840
+295
845
$51K ﹤0.01%
1,771
-1,041
846
$51K ﹤0.01%
1,677
+75
847
$51K ﹤0.01%
697
+169
848
– –
0
849
$51K ﹤0.01%
1,345
+441
850
$51K ﹤0.01%
598
-14
32 33
34
35 36