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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
2326
$1K ﹤0.01%
120
2327
$1K ﹤0.01%
126
-12
2328
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24
+20
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49
+1
2330
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+12
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+38
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4
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22
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2334
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151
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46
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+27
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– –
0
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31
2340
$1K ﹤0.01%
93
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2341
$1K ﹤0.01%
123
+8
2342
$1K ﹤0.01%
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2343
$1K ﹤0.01%
432
-1,572
2344
$1K ﹤0.01%
17
+6
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$1K ﹤0.01%
9
2346
$1K ﹤0.01%
5
2347
$1K ﹤0.01%
46
-70
2348
$1K ﹤0.01%
29
+19
2349
$1K ﹤0.01%
37
-38
2350
$1K ﹤0.01%
36
-36
92 93
94
95 96