We are live on ! Find out more
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
1251
$18K ﹤0.01%
1,136
-3
1252
$18K ﹤0.01%
208
-26
1253
$18K ﹤0.01%
1,153
+1,000
1254
$18K ﹤0.01%
375
-210
1255
$18K ﹤0.01%
544
+219
1256
$18K ﹤0.01%
213
+13
1257
$18K ﹤0.01%
534
-928
1258
$17K ﹤0.01%
597
-9
1259
$17K ﹤0.01%
1,499
-143
1260
$17K ﹤0.01%
456
-30
1261
$17K ﹤0.01%
876
-54
1262
$17K ﹤0.01%
369
-60
1263
$17K ﹤0.01%
137
1264
– –
0
1265
$17K ﹤0.01%
182
-117
1266
$17K ﹤0.01%
1,183
-63
1267
$17K ﹤0.01%
5,509
-2,461
1268
$17K ﹤0.01%
703
-102
1269
$17K ﹤0.01%
586
+368
1270
$17K ﹤0.01%
1,206
-373
1271
$17K ﹤0.01%
2,416
-342
1272
$17K ﹤0.01%
1,610
+35
1273
$17K ﹤0.01%
250
-71
1274
$17K ﹤0.01%
844
+100
1275
$17K ﹤0.01%
414
+328
49 50
51
52 53