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
1451
– –
0
1452
$11K ﹤0.01%
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-5
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1458
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500
1461
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+795
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200
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152
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166
-50
1466
$10K ﹤0.01%
396
+199
1467
$10K ﹤0.01%
700
1468
$10K ﹤0.01%
1,720
+765
1469
$10K ﹤0.01%
397
+66
1470
$10K ﹤0.01%
73
+21
1471
$10K ﹤0.01%
147
-2,282
1472
$10K ﹤0.01%
362
+161
1473
$10K ﹤0.01%
229
-20
1474
$10K ﹤0.01%
157
+5
1475
$10K ﹤0.01%
82
-2,789
57 58
59
60 61