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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
2076
$2K ﹤0.01%
82
-35
2077
$2K ﹤0.01%
103
+97
2078
$2K ﹤0.01%
68
-5
2079
$2K ﹤0.01%
15
2080
$2K ﹤0.01%
37
2081
$2K ﹤0.01%
72
-9
2082
$2K ﹤0.01%
+110
2083
$2K ﹤0.01%
79
+4
2084
– –
0
2085
$2K ﹤0.01%
36
-106
2086
$2K ﹤0.01%
62
-37
2087
$2K ﹤0.01%
177
+3
2088
$2K ﹤0.01%
73
-31
2089
$2K ﹤0.01%
209
-2,742
2090
$2K ﹤0.01%
3
2091
$2K ﹤0.01%
43
-2
2092
$2K ﹤0.01%
82
-13
2093
$2K ﹤0.01%
18
-4
2094
$2K ﹤0.01%
55
2095
$2K ﹤0.01%
89
-974
2096
$2K ﹤0.01%
34
+14
2097
$2K ﹤0.01%
297
-1,356
2098
$2K ﹤0.01%
66
2099
$2K ﹤0.01%
133
-1,823
2100
$2K ﹤0.01%
12
-5
82 83
84
85 86