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
1501
$9K ﹤0.01%
258
-1,966
1502
$9K ﹤0.01%
100
-150
1503
$9K ﹤0.01%
382
+36
1504
$9K ﹤0.01%
400
1505
$9K ﹤0.01%
72
+7
1506
$9K ﹤0.01%
140
+14
1507
$9K ﹤0.01%
148
-28
1508
$9K ﹤0.01%
41
+38
1509
$9K ﹤0.01%
110
-241
1510
$9K ﹤0.01%
87
+50
1511
$9K ﹤0.01%
113
-102
1512
$9K ﹤0.01%
1,068
+5
1513
$9K ﹤0.01%
288
-98
1514
$9K ﹤0.01%
281
-32
1515
$9K ﹤0.01%
286
+68
1516
$9K ﹤0.01%
59
+8
1517
$9K ﹤0.01%
316
+16
1518
$9K ﹤0.01%
525
+288
1519
$9K ﹤0.01%
70
-4
1520
$9K ﹤0.01%
340
+177
1521
$9K ﹤0.01%
669
-4,186
1522
$9K ﹤0.01%
528
+439
1523
$9K ﹤0.01%
173
-1,147
1524
$9K ﹤0.01%
78
+5
1525
$9K ﹤0.01%
190
+39
59 60
61
62 63