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
1751
$5K ﹤0.01%
72
+5
1752
$5K ﹤0.01%
84
+63
1753
$5K ﹤0.01%
53
-17
1754
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172
+118
1755
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113
-9
1756
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104
+14
1757
$5K ﹤0.01%
1,558
-336
1758
$5K ﹤0.01%
214
-1,288
1759
$5K ﹤0.01%
+57
1760
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276
+14
1761
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95
+39
1762
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11
-5
1763
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223
+147
1764
– –
0
1765
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333
-42
1766
$5K ﹤0.01%
129
+7
1767
$5K ﹤0.01%
+188
1768
$5K ﹤0.01%
324
+52
1769
$5K ﹤0.01%
268
-28
1770
$5K ﹤0.01%
141
+39
1771
$5K ﹤0.01%
154
-2,221
1772
$5K ﹤0.01%
+325
1773
$5K ﹤0.01%
44
-412
1774
$5K ﹤0.01%
332
+61
1775
$5K ﹤0.01%
+621
69 70
71
72 73