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
1226
$19K ﹤0.01%
1,203
-403
1227
$19K ﹤0.01%
+1,800
1228
$19K ﹤0.01%
9,900
1229
$19K ﹤0.01%
120
+94
1230
$19K ﹤0.01%
396
1231
$19K ﹤0.01%
1,308
1232
$19K ﹤0.01%
270
-430
1233
$19K ﹤0.01%
452
+217
1234
$18K ﹤0.01%
375
-210
1235
$18K ﹤0.01%
473
+136
1236
$18K ﹤0.01%
608
+12
1237
$18K ﹤0.01%
844
+383
1238
$18K ﹤0.01%
245
-165
1239
$18K ﹤0.01%
415
-545
1240
$18K ﹤0.01%
544
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1241
$18K ﹤0.01%
213
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1242
$18K ﹤0.01%
534
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1243
$18K ﹤0.01%
417
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1244
$18K ﹤0.01%
600
1245
$18K ﹤0.01%
212
+7
1246
$18K ﹤0.01%
1,171
-58
1247
$18K ﹤0.01%
588
+168
1248
– –
0
1249
$18K ﹤0.01%
622
+304
1250
$18K ﹤0.01%
310
-2,740
48 49
50
51 52