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
2226
$1K ﹤0.01%
327
-2,300
2227
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485
2228
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+45
2229
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226
+94
2230
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+79
2231
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13
-3
2232
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9
+1
2233
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+128
2234
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+9
2235
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+53
2236
$1K ﹤0.01%
126
-350
2237
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107
-84
2238
$1K ﹤0.01%
54
-24
2239
$1K ﹤0.01%
200
2240
– –
0
2241
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32
-80
2242
– –
0
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40
-2
2244
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10
-3
2245
$1K ﹤0.01%
30
-134
2246
$1K ﹤0.01%
247
+219
2247
$1K ﹤0.01%
198
+175
2248
$1K ﹤0.01%
34
+25
2249
$1K ﹤0.01%
197
+168
2250
$1K ﹤0.01%
400
88 89
90
91 92