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
1876
$4K ﹤0.01%
404
+131
1877
– –
0
1878
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692
-296
1879
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587
+432
1880
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176
+18
1881
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+274
1882
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101
-214
1883
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133
+7
1884
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1885
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133
+48
1886
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281
-33
1887
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1,455
-299
1888
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87
+34
1889
$4K ﹤0.01%
60
1890
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54
+3
1891
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48
+7
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68
+19
1893
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78
-25
1894
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162
+9
1895
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119
-818
1896
$4K ﹤0.01%
360
-8
1897
$4K ﹤0.01%
167
+143
1898
$4K ﹤0.01%
87
+40
1899
$4K ﹤0.01%
279
-490
1900
$4K ﹤0.01%
300
74 75
76
77 78