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
1301
$16K ﹤0.01%
1,037
+46
1302
$16K ﹤0.01%
491
-518
1303
$16K ﹤0.01%
758
-1,772
1304
$16K ﹤0.01%
465
+398
1305
$16K ﹤0.01%
1,360
-626
1306
$16K ﹤0.01%
780
-100
1307
$16K ﹤0.01%
300
+208
1308
$15K ﹤0.01%
3,873
-2,852
1309
$15K ﹤0.01%
+1,250
1310
$15K ﹤0.01%
8,774
1311
$15K ﹤0.01%
+484
1312
$15K ﹤0.01%
480
-50
1313
$15K ﹤0.01%
816
-1,694
1314
$15K ﹤0.01%
361
1315
$15K ﹤0.01%
708
-138
1316
$15K ﹤0.01%
110
+62
1317
$15K ﹤0.01%
1,000
1318
$15K ﹤0.01%
+1,063
1319
$15K ﹤0.01%
300
1320
$15K ﹤0.01%
524
-11
1321
$15K ﹤0.01%
623
+73
1322
$15K ﹤0.01%
332
-23
1323
$15K ﹤0.01%
+240
1324
$15K ﹤0.01%
220
-36
1325
$15K ﹤0.01%
137
+85
51 52
53
54 55