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
1126
$24K ﹤0.01%
1,136
+307
1127
$24K ﹤0.01%
2,754
+123
1128
$24K ﹤0.01%
2,270
-25
1129
$24K ﹤0.01%
237
-395
1130
$24K ﹤0.01%
1,407
-121
1131
$24K ﹤0.01%
251
+42
1132
$24K ﹤0.01%
1,550
-2,890
1133
$24K ﹤0.01%
548
1134
$24K ﹤0.01%
2,429
+45
1135
$23K ﹤0.01%
1,001
+852
1136
$23K ﹤0.01%
1,050
-80
1137
$23K ﹤0.01%
755
-33
1138
$23K ﹤0.01%
510
-6
1139
$23K ﹤0.01%
366
+65
1140
$23K ﹤0.01%
266
1141
$23K ﹤0.01%
612
+24
1142
$23K ﹤0.01%
1,724
-183
1143
$23K ﹤0.01%
395
-37
1144
$23K ﹤0.01%
186
+16
1145
$23K ﹤0.01%
341
-12
1146
$23K ﹤0.01%
1,103
-32
1147
$23K ﹤0.01%
630
1148
$23K ﹤0.01%
574
+74
1149
$23K ﹤0.01%
632
+152
1150
$23K ﹤0.01%
199
-306
44 45
46
47 48