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
1926
$3K ﹤0.01%
106
-6
1927
$3K ﹤0.01%
80
-3
1928
– –
0
1929
$3K ﹤0.01%
+395
1930
$3K ﹤0.01%
115
+85
1931
$3K ﹤0.01%
41
+22
1932
$3K ﹤0.01%
113
-144
1933
$3K ﹤0.01%
65
-152
1934
$3K ﹤0.01%
40
1935
$3K ﹤0.01%
27
+24
1936
$3K ﹤0.01%
300
1937
$3K ﹤0.01%
52
-16
1938
$3K ﹤0.01%
67
1939
$3K ﹤0.01%
45
1940
$3K ﹤0.01%
+101
1941
$3K ﹤0.01%
60
1942
$3K ﹤0.01%
44
+14
1943
$3K ﹤0.01%
+172
1944
$3K ﹤0.01%
+472
1945
$3K ﹤0.01%
60
-1,834
1946
$3K ﹤0.01%
14
1947
$3K ﹤0.01%
16
+13
1948
$3K ﹤0.01%
169
+94
1949
$3K ﹤0.01%
190
-48
1950
$3K ﹤0.01%
57
-9
76 77
78
79 80