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
1276
$17K ﹤0.01%
1,602
+137
1277
$17K ﹤0.01%
418
1278
$17K ﹤0.01%
1,383
-65
1279
$17K ﹤0.01%
1,271
+210
1280
$17K ﹤0.01%
1,477
-1,334
1281
$17K ﹤0.01%
1,520
+300
1282
$17K ﹤0.01%
987
1283
$17K ﹤0.01%
586
+368
1284
$17K ﹤0.01%
1,206
-373
1285
$17K ﹤0.01%
2,416
-342
1286
$17K ﹤0.01%
1,610
+35
1287
$17K ﹤0.01%
250
-71
1288
$17K ﹤0.01%
1,000
1289
$16K ﹤0.01%
717
-63
1290
$16K ﹤0.01%
392
+178
1291
$16K ﹤0.01%
165
+53
1292
$16K ﹤0.01%
241
1293
$16K ﹤0.01%
470
1294
$16K ﹤0.01%
334
+36
1295
$16K ﹤0.01%
+1,146
1296
$16K ﹤0.01%
172
-7
1297
$16K ﹤0.01%
617
-674
1298
$16K ﹤0.01%
963
-497
1299
$16K ﹤0.01%
213
+173
1300
$16K ﹤0.01%
202
-256
50 51
52
53 54