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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
2251
$1K ﹤0.01%
197
+168
2252
$1K ﹤0.01%
400
2253
$1K ﹤0.01%
74
-80
2254
$1K ﹤0.01%
+80
2255
$1K ﹤0.01%
17
-96
2256
$1K ﹤0.01%
66
+51
2257
$1K ﹤0.01%
25
-39
2258
– –
0
2259
$1K ﹤0.01%
106
+3
2260
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5
2261
$1K ﹤0.01%
+50
2262
$1K ﹤0.01%
284
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2263
$1K ﹤0.01%
18
-410
2264
$1K ﹤0.01%
78
-276
2265
$1K ﹤0.01%
+7
2266
$1K ﹤0.01%
97
-105
2267
$1K ﹤0.01%
62
-23
2268
$1K ﹤0.01%
43
-70
2269
$1K ﹤0.01%
58
-31
2270
$1K ﹤0.01%
26
+22
2271
$1K ﹤0.01%
7
-32
2272
$1K ﹤0.01%
23
-27
2273
$1K ﹤0.01%
51
-29
2274
$1K ﹤0.01%
22
-106
2275
$1K ﹤0.01%
+43
89 90
91
92 93