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
1801
$4K ﹤0.01%
327
+55
1802
$4K ﹤0.01%
144
-48
1803
$4K ﹤0.01%
90
+46
1804
$4K ﹤0.01%
61
-23
1805
$4K ﹤0.01%
391
-216
1806
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104
1807
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111
1808
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195
1809
$4K ﹤0.01%
100
1810
$4K ﹤0.01%
1,400
1811
$4K ﹤0.01%
200
1812
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354
+74
1813
$4K ﹤0.01%
66
+6
1814
$4K ﹤0.01%
136
+111
1815
$4K ﹤0.01%
205
+51
1816
$4K ﹤0.01%
134
-500
1817
$4K ﹤0.01%
202
1818
$4K ﹤0.01%
239
-56
1819
$4K ﹤0.01%
64
-13
1820
– –
0
1821
$4K ﹤0.01%
61
+30
1822
$4K ﹤0.01%
234
+47
1823
$4K ﹤0.01%
+220
1824
$4K ﹤0.01%
99
+6
1825
$4K ﹤0.01%
279
-53
71 72
73
74 75