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
1426
$11K ﹤0.01%
141
+66
1427
$11K ﹤0.01%
276
-527
1428
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95
-10
1429
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3,750
-112
1430
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520
1431
– –
0
1432
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106
+50
1433
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+1,156
1434
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+367
1435
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300
-1,450
1436
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417
-81
1437
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208
+62
1438
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600
-247
1439
$11K ﹤0.01%
349
+85
1440
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155
+65
1441
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227
+82
1442
$11K ﹤0.01%
+385
1443
$11K ﹤0.01%
418
+311
1444
$11K ﹤0.01%
1,966
-119
1445
$11K ﹤0.01%
420
+159
1446
$11K ﹤0.01%
236
-37
1447
$11K ﹤0.01%
318
+261
1448
$11K ﹤0.01%
536
+81
1449
$11K ﹤0.01%
269
1450
$11K ﹤0.01%
447
-29
56 57
58
59 60