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
926
$43K ﹤0.01%
1,612
+112
927
$43K ﹤0.01%
226
+6
928
$43K ﹤0.01%
1,948
-48
929
$43K ﹤0.01%
400
-158
930
$43K ﹤0.01%
423
931
$43K ﹤0.01%
281
+26
932
– –
0
933
$42K ﹤0.01%
2,018
-1,001
934
$42K ﹤0.01%
2,100
935
$42K ﹤0.01%
1,285
+164
936
$42K ﹤0.01%
1,400
-81
937
$42K ﹤0.01%
996
-701
938
$41K ﹤0.01%
1,487
-891
939
$41K ﹤0.01%
308
+101
940
$41K ﹤0.01%
402
-637
941
$41K ﹤0.01%
3,942
-3,953
942
$41K ﹤0.01%
525
+35
943
$41K ﹤0.01%
904
+49
944
$41K ﹤0.01%
2,089
945
$40K ﹤0.01%
1,018
-673
946
$40K ﹤0.01%
6,899
+38
947
$40K ﹤0.01%
1,576
+287
948
$40K ﹤0.01%
189
-9
949
$40K ﹤0.01%
966
-375
950
$40K ﹤0.01%
1,120
+220
36 37
38
39 40