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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
2151
$2K ﹤0.01%
215
-1,463
2152
$2K ﹤0.01%
47
-13
2153
$2K ﹤0.01%
+91
2154
$2K ﹤0.01%
+160
2155
$2K ﹤0.01%
115
+27
2156
$2K ﹤0.01%
59
-42
2157
$2K ﹤0.01%
53
+14
2158
$2K ﹤0.01%
70
-6
2159
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285
-48
2160
$2K ﹤0.01%
122
+116
2161
$2K ﹤0.01%
100
2162
$2K ﹤0.01%
87
-29
2163
$2K ﹤0.01%
+41
2164
$2K ﹤0.01%
25
-19
2165
$2K ﹤0.01%
+143
2166
$2K ﹤0.01%
225
2167
$2K ﹤0.01%
79
+59
2168
$2K ﹤0.01%
8
-8
2169
$2K ﹤0.01%
86
-251
2170
$2K ﹤0.01%
2
2171
$2K ﹤0.01%
190
+176
2172
$2K ﹤0.01%
+60
2173
$2K ﹤0.01%
17
2174
$2K ﹤0.01%
+191
2175
$2K ﹤0.01%
153
85 86
87
88 89