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
1526
$9K ﹤0.01%
210
+35
1527
$9K ﹤0.01%
1,004
+77
1528
$9K ﹤0.01%
+324
1529
$9K ﹤0.01%
169
+75
1530
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148
+50
1531
$8K ﹤0.01%
112
+15
1532
$8K ﹤0.01%
199
1533
$8K ﹤0.01%
186
1534
$8K ﹤0.01%
216
-2
1535
$8K ﹤0.01%
177
1536
$8K ﹤0.01%
136
+35
1537
$8K ﹤0.01%
290
1538
$8K ﹤0.01%
265
1539
$8K ﹤0.01%
200
1540
$8K ﹤0.01%
304
+9
1541
$8K ﹤0.01%
264
1542
$8K ﹤0.01%
+185
1543
$8K ﹤0.01%
675
1544
$8K ﹤0.01%
+383
1545
$8K ﹤0.01%
184
+37
1546
$8K ﹤0.01%
136
1547
$8K ﹤0.01%
100
1548
$8K ﹤0.01%
99
1549
$8K ﹤0.01%
200
1550
$8K ﹤0.01%
2,057
-1,168
60 61
62
63 64