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
951
$40K ﹤0.01%
398
+106
952
$40K ﹤0.01%
809
-27
953
$40K ﹤0.01%
162
+69
954
$40K ﹤0.01%
713
+25
955
$40K ﹤0.01%
1,009
-180
956
$40K ﹤0.01%
878
-19
957
$40K ﹤0.01%
915
+222
958
$39K ﹤0.01%
613
-28
959
$39K ﹤0.01%
2,680
+1,491
960
$39K ﹤0.01%
157
-1
961
$39K ﹤0.01%
429
+83
962
$39K ﹤0.01%
2,500
+129
963
$39K ﹤0.01%
751
+152
964
$39K ﹤0.01%
1,364
-30
965
$38K ﹤0.01%
416
-24
966
$38K ﹤0.01%
1,604
-1,412
967
$38K ﹤0.01%
647
+571
968
$38K ﹤0.01%
1,526
-868
969
$38K ﹤0.01%
618
+506
970
$38K ﹤0.01%
735
971
$38K ﹤0.01%
1,960
+1,917
972
$38K ﹤0.01%
1,464
-3,005
973
$38K ﹤0.01%
159
+64
974
– –
0
975
$37K ﹤0.01%
400
+231
37 38
39
40 41