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
1076
$29K ﹤0.01%
379
-544
1077
$29K ﹤0.01%
2,500
-137
1078
$29K ﹤0.01%
768
+36
1079
$29K ﹤0.01%
597
-965
1080
$29K ﹤0.01%
486
-71
1081
$29K ﹤0.01%
564
+4
1082
$28K ﹤0.01%
350
+240
1083
$28K ﹤0.01%
+997
1084
$28K ﹤0.01%
660
1085
$28K ﹤0.01%
2,831
-1,431
1086
$28K ﹤0.01%
5,838
-1,468
1087
$28K ﹤0.01%
4,744
+327
1088
$28K ﹤0.01%
860
+17
1089
– –
0
1090
$28K ﹤0.01%
457
+316
1091
$28K ﹤0.01%
1,696
-52
1092
$28K ﹤0.01%
770
+299
1093
$28K ﹤0.01%
1,705
-1,843
1094
$27K ﹤0.01%
606
+12
1095
– –
0
1096
$27K ﹤0.01%
749
+28
1097
$27K ﹤0.01%
271
-826
1098
$27K ﹤0.01%
1,896
-29
1099
$27K ﹤0.01%
758
+136
1100
$27K ﹤0.01%
1,159
+328
42 43
44
45 46