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
2026
$3K ﹤0.01%
96
-78
2027
$3K ﹤0.01%
154
+134
2028
$3K ﹤0.01%
101
+92
2029
$3K ﹤0.01%
408
-105
2030
$3K ﹤0.01%
45
-3
2031
$3K ﹤0.01%
25
+4
2032
$3K ﹤0.01%
44
-7
2033
$3K ﹤0.01%
600
2034
$3K ﹤0.01%
94
2035
$3K ﹤0.01%
78
+24
2036
$3K ﹤0.01%
77
-159
2037
$3K ﹤0.01%
264
+100
2038
$3K ﹤0.01%
125
2039
$3K ﹤0.01%
250
-146
2040
$3K ﹤0.01%
49
-28
2041
$3K ﹤0.01%
211
-866
2042
$2K ﹤0.01%
209
-119
2043
$2K ﹤0.01%
+700
2044
$2K ﹤0.01%
306
+224
2045
$2K ﹤0.01%
112
+106
2046
$2K ﹤0.01%
100
+28
2047
$2K ﹤0.01%
116
+47
2048
$2K ﹤0.01%
493
+468
2049
$2K ﹤0.01%
179
+13
2050
$2K ﹤0.01%
124
+49
80 81
82
83 84