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
1201
$20K ﹤0.01%
669
+34
1202
$20K ﹤0.01%
256
+116
1203
$20K ﹤0.01%
+398
1204
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338
+194
1205
$20K ﹤0.01%
185
1206
$20K ﹤0.01%
534
-13
1207
$20K ﹤0.01%
536
+156
1208
$20K ﹤0.01%
750
1209
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543
1210
$20K ﹤0.01%
135
1211
$20K ﹤0.01%
156
1212
$20K ﹤0.01%
1,126
-9
1213
$20K ﹤0.01%
286
1214
$19K ﹤0.01%
329
-99
1215
$19K ﹤0.01%
198
+3
1216
$19K ﹤0.01%
212
-2
1217
$19K ﹤0.01%
378
+3
1218
$19K ﹤0.01%
1,756
-2,078
1219
$19K ﹤0.01%
250
-20
1220
$19K ﹤0.01%
404
-14
1221
$19K ﹤0.01%
324
+18
1222
$19K ﹤0.01%
186
+9
1223
$19K ﹤0.01%
1,150
1224
$19K ﹤0.01%
384
+105
1225
$19K ﹤0.01%
+2,369
47 48
49
50 51