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
851
$51K ﹤0.01%
3,112
+2,805
852
$51K ﹤0.01%
+381
853
$51K ﹤0.01%
3,597
-2,555
854
$51K ﹤0.01%
3,500
+1,932
855
$51K ﹤0.01%
1,585
-80
856
$51K ﹤0.01%
2,703
+51
857
$51K ﹤0.01%
629
-431
858
$50K ﹤0.01%
817
+61
859
$50K ﹤0.01%
1,677
+3
860
$50K ﹤0.01%
4,000
861
– –
0
862
$50K ﹤0.01%
1,637
-361
863
$50K ﹤0.01%
1,337
+167
864
$49K ﹤0.01%
2,564
+2,102
865
$49K ﹤0.01%
915
-248
866
$49K ﹤0.01%
1,194
+566
867
$49K ﹤0.01%
1,632
+189
868
$49K ﹤0.01%
3,288
+3,000
869
$49K ﹤0.01%
2,047
-1,837
870
$49K ﹤0.01%
144
+72
871
$48K ﹤0.01%
1,766
+20
872
$48K ﹤0.01%
6,846
+246
873
$48K ﹤0.01%
1,935
-111
874
$48K ﹤0.01%
2,001
-2,174
875
$47K ﹤0.01%
263
-28
33 34
35
36 37