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
1151
$23K ﹤0.01%
1,080
1152
$23K ﹤0.01%
936
-29
1153
$23K ﹤0.01%
311
-514
1154
$23K ﹤0.01%
685
-195
1155
$23K ﹤0.01%
666
-83
1156
$23K ﹤0.01%
880
+390
1157
$23K ﹤0.01%
721
-134
1158
– –
0
1159
$23K ﹤0.01%
740
+18
1160
$22K ﹤0.01%
368
-32
1161
$22K ﹤0.01%
1,122
+1
1162
$22K ﹤0.01%
782
-142
1163
$22K ﹤0.01%
3,316
+1,569
1164
$22K ﹤0.01%
2,151
-1,332
1165
$22K ﹤0.01%
150
+109
1166
$22K ﹤0.01%
1,449
+882
1167
$22K ﹤0.01%
570
+295
1168
$22K ﹤0.01%
451
-2
1169
$22K ﹤0.01%
1,988
-6,004
1170
$22K ﹤0.01%
1,086
+369
1171
$22K ﹤0.01%
950
1172
$22K ﹤0.01%
120
+85
1173
$22K ﹤0.01%
515
-415
1174
$22K ﹤0.01%
1,150
-480
1175
$22K ﹤0.01%
1,984
+587
45 46
47
48 49