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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
2301
$1K ﹤0.01%
56
-7
2302
$1K ﹤0.01%
33
2303
$1K ﹤0.01%
67
-40
2304
$1K ﹤0.01%
+19
2305
$1K ﹤0.01%
84
+30
2306
$1K ﹤0.01%
+2
2307
$1K ﹤0.01%
118
2308
– –
0
2309
$1K ﹤0.01%
+30
2310
$1K ﹤0.01%
92
2311
$1K ﹤0.01%
37
+18
2312
$1K ﹤0.01%
98
2313
$1K ﹤0.01%
156
+50
2314
$1K ﹤0.01%
178
-9
2315
$1K ﹤0.01%
+14
2316
$1K ﹤0.01%
23
-118
2317
$1K ﹤0.01%
308
2318
$1K ﹤0.01%
+27
2319
$1K ﹤0.01%
58
-17
2320
$1K ﹤0.01%
69
2321
$1K ﹤0.01%
36
-38
2322
$1K ﹤0.01%
196
+91
2323
$1K ﹤0.01%
413
+358
2324
$1K ﹤0.01%
215
+199
2325
$1K ﹤0.01%
72
+62
91 92
93
94 95