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
1326
$15K ﹤0.01%
196
+9
1327
$15K ﹤0.01%
310
1328
$15K ﹤0.01%
1,109
-254
1329
$15K ﹤0.01%
274
-36
1330
$15K ﹤0.01%
780
+191
1331
$15K ﹤0.01%
844
-1,278
1332
$15K ﹤0.01%
1,124
-135
1333
$15K ﹤0.01%
468
-51
1334
$15K ﹤0.01%
202
-44
1335
$15K ﹤0.01%
95
1336
$14K ﹤0.01%
156
+62
1337
$14K ﹤0.01%
410
-246
1338
$14K ﹤0.01%
697
+603
1339
$14K ﹤0.01%
400
1340
$14K ﹤0.01%
500
1341
$14K ﹤0.01%
340
+226
1342
$14K ﹤0.01%
287
+160
1343
$14K ﹤0.01%
819
-1,979
1344
$14K ﹤0.01%
1,125
+19
1345
$14K ﹤0.01%
29
+13
1346
$14K ﹤0.01%
336
+16
1347
$14K ﹤0.01%
+165
1348
$14K ﹤0.01%
464
+152
1349
$14K ﹤0.01%
196
+13
1350
$14K ﹤0.01%
449
-338
52 53
54
55 56