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
1051
$30K ﹤0.01%
1,038
1052
$30K ﹤0.01%
600
1053
$30K ﹤0.01%
326
+13
1054
$30K ﹤0.01%
245
+13
1055
$30K ﹤0.01%
333
-360
1056
$30K ﹤0.01%
6,915
-597
1057
$30K ﹤0.01%
163
+117
1058
$30K ﹤0.01%
807
+496
1059
$30K ﹤0.01%
467
+309
1060
$29K ﹤0.01%
468
-48
1061
$29K ﹤0.01%
500
1062
$29K ﹤0.01%
894
+373
1063
$29K ﹤0.01%
1,280
-1,288
1064
$29K ﹤0.01%
1,052
+16
1065
$29K ﹤0.01%
1,408
+343
1066
$29K ﹤0.01%
502
-443
1067
$29K ﹤0.01%
904
+279
1068
$29K ﹤0.01%
468
+4
1069
$29K ﹤0.01%
1,095
-320
1070
$29K ﹤0.01%
2,062
+62
1071
$29K ﹤0.01%
478
-573
1072
$29K ﹤0.01%
2,520
+233
1073
$29K ﹤0.01%
1,424
-171
1074
$29K ﹤0.01%
854
-46
1075
$29K ﹤0.01%
+986
41 42
43
44 45