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
1176
$22K ﹤0.01%
436
+147
1177
$22K ﹤0.01%
882
+195
1178
$21K ﹤0.01%
1,616
+592
1179
$21K ﹤0.01%
717
+21
1180
$21K ﹤0.01%
258
1181
$21K ﹤0.01%
1,314
+33
1182
$21K ﹤0.01%
1,030
1183
$21K ﹤0.01%
412
-777
1184
$21K ﹤0.01%
1,443
-693
1185
$21K ﹤0.01%
520
+17
1186
$21K ﹤0.01%
649
+89
1187
$21K ﹤0.01%
1,348
+912
1188
$21K ﹤0.01%
400
-300
1189
$21K ﹤0.01%
1,259
1190
$21K ﹤0.01%
400
1191
$21K ﹤0.01%
310
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1192
$21K ﹤0.01%
355
1193
$21K ﹤0.01%
+1,061
1194
$21K ﹤0.01%
+535
1195
$21K ﹤0.01%
530
+41
1196
$20K ﹤0.01%
713
-1,066
1197
$20K ﹤0.01%
3,840
-218
1198
$20K ﹤0.01%
222
+72
1199
$20K ﹤0.01%
272
-358
1200
$20K ﹤0.01%
92
+16
46 47
48
49 50