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
1951
$3K ﹤0.01%
100
1952
$3K ﹤0.01%
43
1953
$3K ﹤0.01%
3,000
1954
$3K ﹤0.01%
60
1955
$3K ﹤0.01%
140
+48
1956
$3K ﹤0.01%
153
+21
1957
$3K ﹤0.01%
80
-48
1958
$3K ﹤0.01%
+45
1959
– –
0
1960
$3K ﹤0.01%
48
-17
1961
$3K ﹤0.01%
70
-1
1962
$3K ﹤0.01%
85
+5
1963
$3K ﹤0.01%
111
1964
$3K ﹤0.01%
128
-4
1965
$3K ﹤0.01%
142
1966
$3K ﹤0.01%
43
+25
1967
$3K ﹤0.01%
230
-70
1968
$3K ﹤0.01%
171
1969
$3K ﹤0.01%
42
-27
1970
$3K ﹤0.01%
46
+1
1971
$3K ﹤0.01%
200
1972
$3K ﹤0.01%
74
+8
1973
$3K ﹤0.01%
112
-3
1974
$3K ﹤0.01%
370
1975
$3K ﹤0.01%
100
-23
77 78
79
80 81