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
1976
$3K ﹤0.01%
85
+5
1977
$3K ﹤0.01%
111
1978
$3K ﹤0.01%
128
-4
1979
$3K ﹤0.01%
48
-3
1980
$3K ﹤0.01%
180
1981
$3K ﹤0.01%
129
-8
1982
$3K ﹤0.01%
58
+10
1983
$3K ﹤0.01%
69
-73
1984
$3K ﹤0.01%
142
1985
$3K ﹤0.01%
76
1986
$3K ﹤0.01%
43
+25
1987
$3K ﹤0.01%
230
-70
1988
$3K ﹤0.01%
171
1989
$3K ﹤0.01%
220
1990
$3K ﹤0.01%
123
+6
1991
$3K ﹤0.01%
38
1992
$3K ﹤0.01%
98
+84
1993
$3K ﹤0.01%
76
-15
1994
$3K ﹤0.01%
80
-16
1995
$3K ﹤0.01%
72
+69
1996
$3K ﹤0.01%
108
-57
1997
$3K ﹤0.01%
72
-60
1998
$3K ﹤0.01%
110
1999
$3K ﹤0.01%
93
+5
2000
$3K ﹤0.01%
64
+46
78 79
80
81 82