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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
2226
$1K ﹤0.01%
+45
2227
$1K ﹤0.01%
226
+94
2228
$1K ﹤0.01%
+79
2229
$1K ﹤0.01%
13
-3
2230
$1K ﹤0.01%
9
+1
2231
$1K ﹤0.01%
+128
2232
$1K ﹤0.01%
+9
2233
$1K ﹤0.01%
+53
2234
$1K ﹤0.01%
126
-350
2235
$1K ﹤0.01%
107
-84
2236
$1K ﹤0.01%
54
-24
2237
$1K ﹤0.01%
200
2238
– –
0
2239
$1K ﹤0.01%
32
-80
2240
– –
0
2241
$1K ﹤0.01%
40
-2
2242
$1K ﹤0.01%
11
+3
2243
$1K ﹤0.01%
33
-36
2244
$1K ﹤0.01%
10
-3
2245
$1K ﹤0.01%
1,702
2246
$1K ﹤0.01%
30
-134
2247
$1K ﹤0.01%
247
+219
2248
$1K ﹤0.01%
198
+175
2249
$1K ﹤0.01%
34
+25
2250
$1K ﹤0.01%
+735
88 89
90
91 92