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
2351
$1K ﹤0.01%
53
-13
2352
$1K ﹤0.01%
7
-10
2353
$1K ﹤0.01%
49
+9
2354
$1K ﹤0.01%
5
+2
2355
$1K ﹤0.01%
11
-5
2356
$1K ﹤0.01%
+42
2357
$1K ﹤0.01%
+260
2358
$1K ﹤0.01%
+147
2359
$1K ﹤0.01%
32
+28
2360
$1K ﹤0.01%
6
-1
2361
$1K ﹤0.01%
+21
2362
$1K ﹤0.01%
22
-120
2363
$1K ﹤0.01%
28
+2
2364
$1K ﹤0.01%
23
-24
2365
$1K ﹤0.01%
51
2366
$1K ﹤0.01%
79
+72
2367
$1K ﹤0.01%
36
-13
2368
$1K ﹤0.01%
25
2369
$1K ﹤0.01%
180
2370
$1K ﹤0.01%
15
-19
2371
$1K ﹤0.01%
181
+7
2372
$1K ﹤0.01%
5
2373
$1K ﹤0.01%
31
+16
2374
$1K ﹤0.01%
131
+104
2375
$1K ﹤0.01%
42
-139
93 94
95
96 97