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
1026
$32K ﹤0.01%
2,776
-40
1027
$32K ﹤0.01%
189
+151
1028
$32K ﹤0.01%
412
+286
1029
$32K ﹤0.01%
1,750
1030
$32K ﹤0.01%
+5,000
1031
$32K ﹤0.01%
552
+13
1032
$32K ﹤0.01%
538
1033
$32K ﹤0.01%
621
-634
1034
$32K ﹤0.01%
2,549
-1,270
1035
$32K ﹤0.01%
1,237
-1,963
1036
$31K ﹤0.01%
371
+100
1037
$31K ﹤0.01%
328
-219
1038
$31K ﹤0.01%
+663
1039
$31K ﹤0.01%
873
-189
1040
$31K ﹤0.01%
641
1041
$31K ﹤0.01%
535
+60
1042
$31K ﹤0.01%
+1,531
1043
$31K ﹤0.01%
299
+92
1044
$31K ﹤0.01%
855
+309
1045
$31K ﹤0.01%
1,100
1046
$31K ﹤0.01%
1,250
1047
$31K ﹤0.01%
556
-1,111
1048
$31K ﹤0.01%
2,622
+1,678
1049
$30K ﹤0.01%
272
+206
1050
$30K ﹤0.01%
658
+35
40 41
42
43 44