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
276
$320K 0.05%
+8,489
277
$319K 0.05%
8,231
+1,900
278
$316K 0.05%
2,363
+2,219
279
$314K 0.04%
4,232
-333
280
$312K 0.04%
6,018
+1,470
281
$309K 0.04%
2,112
+22
282
$307K 0.04%
938
-380
283
$307K 0.04%
9,035
+4,045
284
$305K 0.04%
4,310
+200
285
$304K 0.04%
3,819
-3,606
286
$303K 0.04%
12,390
+70
287
$298K 0.04%
5,064
+3,757
288
$297K 0.04%
1,964
-150
289
$297K 0.04%
12,645
-1,359
290
$293K 0.04%
1,419
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291
$291K 0.04%
299
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292
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2,723
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293
$289K 0.04%
9,807
-2,342
294
$289K 0.04%
6,134
-220
295
$286K 0.04%
2,925
296
$283K 0.04%
8,122
-1,685
297
$283K 0.04%
2,100
+227
298
$283K 0.04%
5,808
+1,120
299
$279K 0.04%
5,048
-438
300
$278K 0.04%
3,599
-239
10 11
12
13 14