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
1601
$7K ﹤0.01%
+130
1602
$7K ﹤0.01%
439
+178
1603
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225
+8
1604
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1605
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178
+91
1606
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691
-365
1607
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160
+36
1608
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74
-18
1609
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+120
1610
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253
+90
1611
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+24
1612
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-3
1613
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52
-34
1614
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98
1615
– –
0
1616
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728
1617
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+28
1618
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1619
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12
1620
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442
-18
1621
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208
+63
1622
$7K ﹤0.01%
255
-200
1623
$7K ﹤0.01%
70
+26
1624
$7K ﹤0.01%
516
-181
1625
$7K ﹤0.01%
248
-86
63 64
65
66 67