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
1351
$14K ﹤0.01%
+521
1352
$14K ﹤0.01%
2,028
+1,662
1353
$14K ﹤0.01%
2,570
-5,024
1354
$14K ﹤0.01%
345
1355
$14K ﹤0.01%
372
-22
1356
$14K ﹤0.01%
491
-39
1357
$14K ﹤0.01%
905
+42
1358
$14K ﹤0.01%
182
+168
1359
$14K ﹤0.01%
1,470
1360
$14K ﹤0.01%
6,247
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1361
$14K ﹤0.01%
705
1362
$13K ﹤0.01%
208
-296
1363
$13K ﹤0.01%
368
-65
1364
$13K ﹤0.01%
+938
1365
$13K ﹤0.01%
237
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1366
$13K ﹤0.01%
347
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1367
$13K ﹤0.01%
1,459
1368
$13K ﹤0.01%
390
1369
$13K ﹤0.01%
916
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1370
$13K ﹤0.01%
365
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1371
$13K ﹤0.01%
115
1372
$13K ﹤0.01%
513
1373
$13K ﹤0.01%
1,080
+226
1374
$13K ﹤0.01%
270
+12
1375
$13K ﹤0.01%
518
-55
53 54
55
56 57