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
$703M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.62M
3
+$2.08M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.09M

Top Sells

1
+$2.97M
2
+$2.66M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.21M

Sector Composition

1 Financials 8.59%
2 Technology 7.1%
3 Healthcare 6.33%
4 Industrials 5.43%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.06%
5,010
-159
227
$401K 0.06%
6,463
+1,185
228
$399K 0.06%
14,468
-3,482
229
$399K 0.06%
4,901
+65
230
$398K 0.06%
6,695
+357
231
$397K 0.06%
8,638
+1,646
232
$392K 0.06%
5,128
-708
233
$392K 0.06%
2,555
-313
234
$391K 0.06%
6,922
-205
235
$390K 0.06%
7,744
+1,592
236
$386K 0.05%
13,978
+2,012
237
$385K 0.05%
3,323
-68
238
$380K 0.05%
3,805
+3,667
239
$380K 0.05%
3,730
-359
240
$379K 0.05%
3,609
-377
241
$377K 0.05%
16,266
+1,404
242
$376K 0.05%
5,091
+546
243
$374K 0.05%
383
-5
244
$372K 0.05%
136,720
-12,280
245
$370K 0.05%
4,217
+4,177
246
$370K 0.05%
10,500
247
$370K 0.05%
3,384
-327
248
$368K 0.05%
10,957
-583
249
$363K 0.05%
11,515
250
$361K 0.05%
13,740
8 9
10
11 12