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
1701
$6K ﹤0.01%
486
-1,131
1702
$6K ﹤0.01%
84
+70
1703
$6K ﹤0.01%
364
+23
1704
$6K ﹤0.01%
431
+271
1705
$5K ﹤0.01%
122
1706
$5K ﹤0.01%
96
+5
1707
$5K ﹤0.01%
388
-919
1708
$5K ﹤0.01%
217
-8
1709
$5K ﹤0.01%
268
-8
1710
$5K ﹤0.01%
260
-531
1711
$5K ﹤0.01%
398
-483
1712
$5K ﹤0.01%
200
1713
$5K ﹤0.01%
108
+90
1714
$5K ﹤0.01%
47
+25
1715
$5K ﹤0.01%
67
-21
1716
$5K ﹤0.01%
173
+11
1717
$5K ﹤0.01%
1,400
1718
$5K ﹤0.01%
218
-3,133
1719
$5K ﹤0.01%
301
+17
1720
$5K ﹤0.01%
124
-27
1721
$5K ﹤0.01%
353
+334
1722
– –
0
1723
$5K ﹤0.01%
65
1724
$5K ﹤0.01%
281
+68
1725
$5K ﹤0.01%
103
67 68
69
70 71