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
2026
$3K ﹤0.01%
128
-19
2027
$3K ﹤0.01%
95
+5
2028
$3K ﹤0.01%
4,800
-2,784
2029
$3K ﹤0.01%
100
+12
2030
$3K ﹤0.01%
148
+84
2031
$3K ﹤0.01%
59
+6
2032
$3K ﹤0.01%
67
-28
2033
$3K ﹤0.01%
352
-137
2034
$3K ﹤0.01%
48
-3
2035
$3K ﹤0.01%
180
2036
$3K ﹤0.01%
129
-8
2037
$3K ﹤0.01%
58
+10
2038
$3K ﹤0.01%
128
+32
2039
$3K ﹤0.01%
69
-73
2040
$3K ﹤0.01%
211
-866
2041
$3K ﹤0.01%
188
2042
$2K ﹤0.01%
292
-197
2043
$2K ﹤0.01%
1,190
-23,810
2044
$2K ﹤0.01%
+87
2045
$2K ﹤0.01%
203
+2
2046
$2K ﹤0.01%
22
+3
2047
$2K ﹤0.01%
51
-11
2048
$2K ﹤0.01%
+177
2049
$2K ﹤0.01%
100
-30
2050
$2K ﹤0.01%
107
-46
80 81
82
83 84