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WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$21.8M
2
+$12.4M
3
+$10.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.38M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$8.14M

Top Sells

1
+$5.97M
2
+$5.12M
3
+$4.75M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.81M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.09M

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
1851
$4K ﹤0.01%
279
-490
1852
$4K ﹤0.01%
76
-48
1853
$4K ﹤0.01%
67
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1854
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157
+7
1855
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40
+3
1856
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40
+20
1857
$4K ﹤0.01%
+158
1858
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173
+14
1859
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47
1860
$4K ﹤0.01%
87
+12
1861
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-16
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$4K ﹤0.01%
298
1863
$4K ﹤0.01%
143
+21
1864
$4K ﹤0.01%
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+48
1865
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45
+33
1866
$4K ﹤0.01%
146
-6
1867
$4K ﹤0.01%
259
+222
1868
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182
+25
1869
$4K ﹤0.01%
224
-19
1870
$4K ﹤0.01%
98
-124
1871
$4K ﹤0.01%
404
+131
1872
– –
0
1873
$4K ﹤0.01%
692
-296
1874
$4K ﹤0.01%
587
+432
1875
$4K ﹤0.01%
176
+18
73 74
75
76 77