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
1551
$8K ﹤0.01%
505
-871
1552
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174
-279
1553
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+25
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– –
0
1558
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370
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1560
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65
+3
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234
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253
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1563
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57
+23
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254
+187
1565
$8K ﹤0.01%
147
+6
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802
+153
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161
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1568
$8K ﹤0.01%
120
+94
1569
$8K ﹤0.01%
308
+12
1570
$8K ﹤0.01%
1,156
-1,858
1571
$8K ﹤0.01%
+60
1572
$8K ﹤0.01%
454
+94
1573
$8K ﹤0.01%
5
+1
1574
$8K ﹤0.01%
1,200
-89
1575
$8K ﹤0.01%
736
+342
61 62
63
64 65