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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
2276
$1K ﹤0.01%
257
-708
2277
$1K ﹤0.01%
+54
2278
$1K ﹤0.01%
788
+491
2279
$1K ﹤0.01%
55
+10
2280
$1K ﹤0.01%
164
+139
2281
$1K ﹤0.01%
59
+52
2282
$1K ﹤0.01%
21
-50
2283
$1K ﹤0.01%
160
-39
2284
$1K ﹤0.01%
51
-46
2285
$1K ﹤0.01%
+101
2286
$1K ﹤0.01%
+16
2287
$1K ﹤0.01%
29
+7
2288
$1K ﹤0.01%
72
-73
2289
$1K ﹤0.01%
13
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2290
$1K ﹤0.01%
+72
2291
$1K ﹤0.01%
45
+38
2292
$1K ﹤0.01%
55
-200
2293
– –
0
2294
$1K ﹤0.01%
129
-354
2295
$1K ﹤0.01%
33
-28
2296
$1K ﹤0.01%
86
2297
$1K ﹤0.01%
60
-37
2298
$1K ﹤0.01%
4
2299
– –
0
2300
$1K ﹤0.01%
30
-35
90 91
92
93 94