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
1976
$3K ﹤0.01%
90
+5
1977
$3K ﹤0.01%
220
1978
$3K ﹤0.01%
123
+6
1979
$3K ﹤0.01%
38
1980
$3K ﹤0.01%
98
+84
1981
$3K ﹤0.01%
76
-15
1982
$3K ﹤0.01%
72
-60
1983
$3K ﹤0.01%
110
1984
$3K ﹤0.01%
76
1985
$3K ﹤0.01%
1,200
1986
$3K ﹤0.01%
336
+17
1987
$3K ﹤0.01%
232
-2,125
1988
$3K ﹤0.01%
34
+15
1989
$3K ﹤0.01%
101
-30
1990
$3K ﹤0.01%
67
-22
1991
$3K ﹤0.01%
165
-1,200
1992
$3K ﹤0.01%
37
+9
1993
$3K ﹤0.01%
52
1994
– –
0
1995
$3K ﹤0.01%
84
1996
$3K ﹤0.01%
28
1997
$3K ﹤0.01%
236
1998
$3K ﹤0.01%
388
-65
1999
$3K ﹤0.01%
84
-175
2000
$3K ﹤0.01%
+40
78 79
80
81 82