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
976
$37K ﹤0.01%
867
+23
977
$37K ﹤0.01%
181
-11
978
$37K ﹤0.01%
789
-34
979
$37K ﹤0.01%
1,466
-90
980
$37K ﹤0.01%
193
+111
981
$37K ﹤0.01%
+3,984
982
$36K ﹤0.01%
695
+36
983
$36K ﹤0.01%
1,710
-60
984
$36K ﹤0.01%
2,792
+177
985
$36K ﹤0.01%
281
-29
986
$36K ﹤0.01%
323
987
$36K ﹤0.01%
580
-372
988
$36K ﹤0.01%
917
-23
989
$36K ﹤0.01%
1,278
-408
990
$36K ﹤0.01%
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$36K ﹤0.01%
2,063
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992
$35K ﹤0.01%
816
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993
$35K ﹤0.01%
600
994
$35K ﹤0.01%
356
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995
$35K ﹤0.01%
86
996
$35K ﹤0.01%
1,562
-72
997
$35K ﹤0.01%
2,055
+322
998
$35K ﹤0.01%
422
+33
999
$35K ﹤0.01%
540
+6
1000
$35K ﹤0.01%
600
+558
38 39
40
41 42