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
1476
$10K ﹤0.01%
28,300
1477
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115
1478
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200
1479
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22,667
1480
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424
1481
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270
1482
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108
-265
1483
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282
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1484
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117
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1485
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423
1486
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1487
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87
1488
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2,697
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1489
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348
-16
1490
$9K ﹤0.01%
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1493
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1494
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1495
$9K ﹤0.01%
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1496
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500
1497
$9K ﹤0.01%
171
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1498
$9K ﹤0.01%
339
1499
$9K ﹤0.01%
415
1500
$9K ﹤0.01%
113
-294
58 59
60
61 62