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
251
$354K 0.05%
3,956
-828
252
$353K 0.05%
1,131
-26
253
$351K 0.05%
10,027
+383
254
$347K 0.05%
7,420
+1,048
255
$346K 0.05%
13,473
+168
256
$345K 0.05%
9,185
257
$345K 0.05%
19,170
-390
258
$344K 0.05%
6,352
+704
259
$344K 0.05%
3,324
+2,535
260
$343K 0.05%
19,716
+1,069
261
$342K 0.05%
12,838
-986
262
$342K 0.05%
3,308
-727
263
$339K 0.05%
5,113
-442
264
$337K 0.05%
4,342
+226
265
$335K 0.05%
7,505
-76
266
$333K 0.05%
4,290
+2,466
267
$330K 0.05%
5,009
-2,371
268
$329K 0.05%
4,549
+4,196
269
$329K 0.05%
2,938
+92
270
$329K 0.05%
6,607
-5,153
271
$328K 0.05%
3,808
-2,500
272
$326K 0.05%
8,317
+226
273
$325K 0.05%
3,903
-2,022
274
$324K 0.05%
448
+23
275
$320K 0.05%
2,967
-902
9 10
11
12 13