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
901
$45K ﹤0.01%
1,024
-203
902
$45K ﹤0.01%
3,402
903
$45K ﹤0.01%
759
-599
904
$45K ﹤0.01%
467
-254
905
– –
0
906
$45K ﹤0.01%
260
-147
907
$45K ﹤0.01%
456
+5
908
$44K ﹤0.01%
366
-235
909
$44K ﹤0.01%
1,186
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910
$44K ﹤0.01%
1,782
-6,788
911
– –
0
912
$44K ﹤0.01%
837
+75
913
– –
0
914
$44K ﹤0.01%
2,178
+14
915
$44K ﹤0.01%
1,361
-134
916
$44K ﹤0.01%
1,692
-229
917
$44K ﹤0.01%
2,832
-414
918
$44K ﹤0.01%
1,125
-46
919
$44K ﹤0.01%
1,190
920
$44K ﹤0.01%
919
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921
$44K ﹤0.01%
869
-31
922
$43K ﹤0.01%
771
+415
923
$43K ﹤0.01%
779
-943
924
– –
0
925
$43K ﹤0.01%
226
+24
35 36
37
38 39