WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$21.8M
2
+$12.4M
3
+$10.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.38M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$8.14M

Top Sells

1
+$5.97M
2
+$5.12M
3
+$4.75M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.81M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.09M

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%
1,150
1227
$19K ﹤0.01%
384
+105
1228
$19K ﹤0.01%
+2,369
1229
$19K ﹤0.01%
1,203
-403
1230
$19K ﹤0.01%
+1,800
1231
$19K ﹤0.01%
9,900
1232
$19K ﹤0.01%
120
+94
1233
$19K ﹤0.01%
396
1234
$18K ﹤0.01%
212
+7
1235
$18K ﹤0.01%
1,171
-58
1236
$18K ﹤0.01%
1,034
-132
1237
$18K ﹤0.01%
375
-210
1238
$18K ﹤0.01%
292
1239
$18K ﹤0.01%
473
+136
1240
$18K ﹤0.01%
608
+12
1241
$18K ﹤0.01%
844
+383
1242
$18K ﹤0.01%
245
-165
1243
$18K ﹤0.01%
415
-545
1244
$18K ﹤0.01%
544
+219
1245
$18K ﹤0.01%
213
+13
1246
$18K ﹤0.01%
534
-928
1247
$18K ﹤0.01%
417
+34
1248
$18K ﹤0.01%
600
1249
$18K ﹤0.01%
588
+168
1250
– –
0
48 49
50
51 52