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
2076
$2K ﹤0.01%
82
-35
2077
$2K ﹤0.01%
103
+97
2078
$2K ﹤0.01%
68
-5
2079
$2K ﹤0.01%
37
2080
$2K ﹤0.01%
72
-9
2081
$2K ﹤0.01%
+110
2082
– –
0
2083
$2K ﹤0.01%
78
2084
$2K ﹤0.01%
62
-37
2085
$2K ﹤0.01%
177
+3
2086
$2K ﹤0.01%
73
-31
2087
$2K ﹤0.01%
209
-2,742
2088
$2K ﹤0.01%
3
2089
$2K ﹤0.01%
43
-2
2090
$2K ﹤0.01%
82
-13
2091
$2K ﹤0.01%
18
-4
2092
$2K ﹤0.01%
55
2093
$2K ﹤0.01%
89
-974
2094
$2K ﹤0.01%
34
+14
2095
$2K ﹤0.01%
297
-1,356
2096
$2K ﹤0.01%
66
2097
$2K ﹤0.01%
133
-1,823
2098
$2K ﹤0.01%
12
-5
2099
$2K ﹤0.01%
72
+39
2100
$2K ﹤0.01%
30
82 83
84
85 86