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
876
$47K ﹤0.01%
2,566
+503
877
$47K ﹤0.01%
1,156
+488
878
$47K ﹤0.01%
1,423
-718
879
$47K ﹤0.01%
875
+5
880
$47K ﹤0.01%
834
+49
881
$47K ﹤0.01%
1,190
+640
882
$47K ﹤0.01%
2,290
-1,717
883
$47K ﹤0.01%
4,615
+106
884
$47K ﹤0.01%
926
+790
885
$47K ﹤0.01%
3,365
+295
886
$47K ﹤0.01%
774
+200
887
$47K ﹤0.01%
3,249
+417
888
$47K ﹤0.01%
1,213
-827
889
$46K ﹤0.01%
1,103
+33
890
$46K ﹤0.01%
3,903
-1,668
891
$46K ﹤0.01%
730
+231
892
$46K ﹤0.01%
1,002
-945
893
$46K ﹤0.01%
1,002
-118
894
$46K ﹤0.01%
2,538
-55
895
$46K ﹤0.01%
433
+35
896
$45K ﹤0.01%
840
-92
897
$45K ﹤0.01%
503
+8
898
– –
0
899
$45K ﹤0.01%
795
+453
900
$45K ﹤0.01%
1,280
+35
34 35
36
37 38