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
1626
$7K ﹤0.01%
271
+156
1627
$7K ﹤0.01%
293
+31
1628
$7K ﹤0.01%
93
+55
1629
$7K ﹤0.01%
323
+6
1630
$7K ﹤0.01%
393
+95
1631
$7K ﹤0.01%
300
-202
1632
$7K ﹤0.01%
184
-4
1633
$6K ﹤0.01%
97
1634
$6K ﹤0.01%
1,000
1635
$6K ﹤0.01%
273
+29
1636
$6K ﹤0.01%
229
+9
1637
$6K ﹤0.01%
91
-2
1638
$6K ﹤0.01%
503
+204
1639
$6K ﹤0.01%
7
1640
$6K ﹤0.01%
171
-36
1641
$6K ﹤0.01%
55
+27
1642
$6K ﹤0.01%
165
+83
1643
$6K ﹤0.01%
209
-432
1644
$6K ﹤0.01%
131
1645
$6K ﹤0.01%
180
+25
1646
$6K ﹤0.01%
88
1647
$6K ﹤0.01%
201
-24
1648
$6K ﹤0.01%
319
+1
1649
$6K ﹤0.01%
+170
1650
$6K ﹤0.01%
176
-240
64 65
66
67 68