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
1826
$4K ﹤0.01%
59
-10
1827
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55
-5
1828
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42
+14
1829
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457
+244
1830
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1,735
-6,946
1831
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33
+30
1832
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176
+27
1833
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84
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1834
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+262
1835
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90
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1836
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+50
1837
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183
-8
1838
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315
+1
1839
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64
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1840
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180
+11
1841
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622
+339
1842
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131
+35
1843
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193
+153
1844
$4K ﹤0.01%
381
1845
$4K ﹤0.01%
41
+7
1846
$4K ﹤0.01%
75
+69
1847
$4K ﹤0.01%
345
+314
1848
$4K ﹤0.01%
123
+1
1849
$4K ﹤0.01%
+170
1850
$4K ﹤0.01%
105
+14
72 73
74
75 76