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
1376
$13K ﹤0.01%
294
+1
1377
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336
-220
1378
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511
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200
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465
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1381
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162
+94
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– –
0
1383
– –
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1384
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500
1385
$13K ﹤0.01%
302
-56
1386
$13K ﹤0.01%
+499
1387
$12K ﹤0.01%
315
+3
1388
$12K ﹤0.01%
690
+140
1389
$12K ﹤0.01%
706
1390
$12K ﹤0.01%
186
1391
$12K ﹤0.01%
106
+96
1392
$12K ﹤0.01%
500
1393
$12K ﹤0.01%
876
+372
1394
$12K ﹤0.01%
2,105
-16,221
1395
$12K ﹤0.01%
141
1396
$12K ﹤0.01%
147
+35
1397
$12K ﹤0.01%
973
+418
1398
$12K ﹤0.01%
322
+120
1399
$12K ﹤0.01%
982
+538
1400
$12K ﹤0.01%
1,106
-78
54 55
56
57 58