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
2051
$2K ﹤0.01%
600
2052
$2K ﹤0.01%
738
-999
2053
– –
0
2054
$2K ﹤0.01%
179
+44
2055
$2K ﹤0.01%
+143
2056
$2K ﹤0.01%
225
2057
$2K ﹤0.01%
76
+56
2058
$2K ﹤0.01%
15
2059
$2K ﹤0.01%
79
+4
2060
$2K ﹤0.01%
36
-106
2061
$2K ﹤0.01%
3
2062
$2K ﹤0.01%
510
2063
$2K ﹤0.01%
+71
2064
$2K ﹤0.01%
63
-199
2065
$2K ﹤0.01%
335
2066
$2K ﹤0.01%
87
-29
2067
$2K ﹤0.01%
28
-79
2068
$2K ﹤0.01%
+103
2069
$2K ﹤0.01%
123
+64
2070
$2K ﹤0.01%
24
-11
2071
$2K ﹤0.01%
94
+10
2072
$2K ﹤0.01%
33
-81
2073
$2K ﹤0.01%
46
-25
2074
$2K ﹤0.01%
795
+473
2075
$2K ﹤0.01%
18
81 82
83
84 85