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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
1876
$4K ﹤0.01%
+274
1877
$4K ﹤0.01%
101
-214
1878
$4K ﹤0.01%
133
+7
1879
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1880
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+48
1881
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281
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1882
$4K ﹤0.01%
1,455
-299
1883
$4K ﹤0.01%
87
+34
1884
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60
1885
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300
1886
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1887
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+23
1888
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+143
1889
$4K ﹤0.01%
87
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1890
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-13
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– –
0
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$4K ﹤0.01%
61
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1893
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234
+47
1894
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1895
$4K ﹤0.01%
99
+6
1896
$4K ﹤0.01%
279
-53
1897
$4K ﹤0.01%
59
-10
1898
$4K ﹤0.01%
55
-5
1899
$4K ﹤0.01%
42
+14
1900
$4K ﹤0.01%
457
+244
74 75
76
77 78