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
1251
$18K ﹤0.01%
245
-447
1252
$18K ﹤0.01%
654
-119
1253
$18K ﹤0.01%
1,136
-3
1254
$18K ﹤0.01%
208
-26
1255
$18K ﹤0.01%
1,153
+1,000
1256
$18K ﹤0.01%
292
1257
$18K ﹤0.01%
1,034
-132
1258
$17K ﹤0.01%
4,207
-10,045
1259
$17K ﹤0.01%
597
-9
1260
$17K ﹤0.01%
1,499
-143
1261
$17K ﹤0.01%
456
-30
1262
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876
-54
1263
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369
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1264
$17K ﹤0.01%
137
1265
– –
0
1266
$17K ﹤0.01%
182
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1267
$17K ﹤0.01%
1,183
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1268
$17K ﹤0.01%
5,509
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1269
$17K ﹤0.01%
703
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1270
$17K ﹤0.01%
844
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1271
$17K ﹤0.01%
414
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1272
$17K ﹤0.01%
6
+5
1273
$17K ﹤0.01%
159
+1
1274
– –
0
1275
$17K ﹤0.01%
267
49 50
51
52 53