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
901
$45K ﹤0.01%
1,024
-203
902
$45K ﹤0.01%
3,402
903
$45K ﹤0.01%
456
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904
$45K ﹤0.01%
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905
$45K ﹤0.01%
467
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906
– –
0
907
$45K ﹤0.01%
260
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908
– –
0
909
$44K ﹤0.01%
366
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910
$44K ﹤0.01%
1,186
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911
$44K ﹤0.01%
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912
– –
0
913
$44K ﹤0.01%
837
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914
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2,178
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915
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916
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1,125
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919
$44K ﹤0.01%
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920
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919
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921
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869
-31
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$43K ﹤0.01%
226
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923
$43K ﹤0.01%
1,612
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924
$43K ﹤0.01%
226
+6
925
$43K ﹤0.01%
1,948
-48
35 36
37
38 39