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
1001
$35K ﹤0.01%
953
-3,798
1002
$35K ﹤0.01%
6,225
-2,380
1003
$35K ﹤0.01%
830
+20
1004
$34K ﹤0.01%
384
-21
1005
$34K ﹤0.01%
+2,500
1006
$34K ﹤0.01%
+165
1007
$34K ﹤0.01%
969
+472
1008
$34K ﹤0.01%
753
-753
1009
$34K ﹤0.01%
1,135
1010
$33K ﹤0.01%
846
-106
1011
$33K ﹤0.01%
1,099
+2
1012
$33K ﹤0.01%
1,118
+418
1013
$33K ﹤0.01%
2,420
1014
$33K ﹤0.01%
1,158
-225
1015
$33K ﹤0.01%
624
+17
1016
$33K ﹤0.01%
441
-478
1017
$33K ﹤0.01%
724
-24
1018
$33K ﹤0.01%
+3,498
1019
$33K ﹤0.01%
1,215
-845
1020
$33K ﹤0.01%
329
+318
1021
$33K ﹤0.01%
2,190
+1,191
1022
$32K ﹤0.01%
205
+13
1023
$32K ﹤0.01%
1,082
-68
1024
$32K ﹤0.01%
480
+422
1025
$32K ﹤0.01%
853
-422
39 40
41
42 43