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
1401
$12K ﹤0.01%
1,300
1402
$12K ﹤0.01%
467
-1,183
1403
$12K ﹤0.01%
11
1404
$12K ﹤0.01%
441
-1,006
1405
$12K ﹤0.01%
547
+31
1406
$12K ﹤0.01%
379
-1,238
1407
$12K ﹤0.01%
870
+105
1408
$12K ﹤0.01%
550
1409
$12K ﹤0.01%
239
-74
1410
$12K ﹤0.01%
300
-21
1411
$12K ﹤0.01%
+5,262
1412
$11K ﹤0.01%
283
-933
1413
$11K ﹤0.01%
69
-111
1414
$11K ﹤0.01%
257
-36
1415
$11K ﹤0.01%
254
+4
1416
$11K ﹤0.01%
529
+54
1417
$11K ﹤0.01%
223
-267
1418
$11K ﹤0.01%
620
+120
1419
$11K ﹤0.01%
372
1420
$11K ﹤0.01%
+165
1421
$11K ﹤0.01%
2,350
+245
1422
$11K ﹤0.01%
367
+134
1423
$11K ﹤0.01%
101
+66
1424
$11K ﹤0.01%
284
+129
1425
$11K ﹤0.01%
628
+621
55 56
57
58 59