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
2176
$2K ﹤0.01%
16
2177
$2K ﹤0.01%
+102
2178
$2K ﹤0.01%
256
+5
2179
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72
-32
2180
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209
-119
2181
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+700
2182
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306
+224
2183
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112
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2184
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46
-18
2185
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100
+28
2186
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82
-8
2187
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92
+9
2188
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37
-25
2189
$2K ﹤0.01%
200
2190
$2K ﹤0.01%
484
+339
2191
$2K ﹤0.01%
116
+47
2192
$2K ﹤0.01%
493
+468
2193
$2K ﹤0.01%
179
+13
2194
$2K ﹤0.01%
124
+49
2195
$2K ﹤0.01%
154
2196
$2K ﹤0.01%
452
-243
2197
$2K ﹤0.01%
1,595
-100
2198
$2K ﹤0.01%
64
-27
2199
$2K ﹤0.01%
+108
2200
$2K ﹤0.01%
62
-58
86 87
88
89 90