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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
1901
$4K ﹤0.01%
+262
1902
$3K ﹤0.01%
144
+32
1903
$3K ﹤0.01%
128
-19
1904
$3K ﹤0.01%
95
+5
1905
$3K ﹤0.01%
4,800
-2,784
1906
$3K ﹤0.01%
100
+12
1907
$3K ﹤0.01%
148
+84
1908
$3K ﹤0.01%
59
+6
1909
– –
0
1910
$3K ﹤0.01%
67
-28
1911
$3K ﹤0.01%
352
-137
1912
$3K ﹤0.01%
188
1913
$3K ﹤0.01%
105
-96
1914
$3K ﹤0.01%
+192
1915
$3K ﹤0.01%
+75
1916
$3K ﹤0.01%
342
+193
1917
$3K ﹤0.01%
91
-11
1918
$3K ﹤0.01%
29
-6
1919
$3K ﹤0.01%
+205
1920
$3K ﹤0.01%
49
-11
1921
$3K ﹤0.01%
55
+4
1922
$3K ﹤0.01%
25
-48
1923
$3K ﹤0.01%
81
+15
1924
$3K ﹤0.01%
44
-49
1925
$3K ﹤0.01%
136
-57
75 76
77
78 79