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
1326
$15K ﹤0.01%
110
+62
1327
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1,000
1328
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+1,063
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300
1330
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524
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1331
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623
+73
1332
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332
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1333
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1,124
-135
1334
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468
-51
1335
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202
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$14K ﹤0.01%
905
+42
1337
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182
+168
1338
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156
+62
1339
$14K ﹤0.01%
410
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1340
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697
+603
1341
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400
1342
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500
1343
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340
+226
1344
$14K ﹤0.01%
287
+160
1345
$14K ﹤0.01%
819
-1,979
1346
$14K ﹤0.01%
1,125
+19
1347
$14K ﹤0.01%
29
+13
1348
$14K ﹤0.01%
336
+16
1349
$14K ﹤0.01%
+165
1350
$14K ﹤0.01%
464
+152
52 53
54
55 56