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
1901
$4K ﹤0.01%
189
+48
1902
– –
0
1903
$3K ﹤0.01%
76
1904
$3K ﹤0.01%
80
-16
1905
$3K ﹤0.01%
72
+69
1906
$3K ﹤0.01%
108
-57
1907
$3K ﹤0.01%
93
+5
1908
$3K ﹤0.01%
64
+46
1909
$3K ﹤0.01%
154
+134
1910
$3K ﹤0.01%
48
+8
1911
$3K ﹤0.01%
74
+7
1912
$3K ﹤0.01%
206
+177
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