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
2201
$2K ﹤0.01%
243
+10
2202
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43
+16
2203
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232
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2204
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90
2205
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350
+238
2206
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59
+52
2207
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14
+3
2208
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+14
2209
$1K ﹤0.01%
167
-400
2210
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100
2211
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59
-6
2212
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+475
2213
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124
-136
2214
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36
+31
2215
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15
2216
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51
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2217
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+34
2218
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39
-105
2219
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96
+18
2220
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+1
2221
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4
2222
$1K ﹤0.01%
25
2223
$1K ﹤0.01%
13
-4
2224
$1K ﹤0.01%
+20
2225
$1K ﹤0.01%
229
-445
87 88
89
90 91