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
301
$278K 0.04%
4,059
+1,089
302
$277K 0.04%
5,483
-847
303
$276K 0.04%
13,309
+8,185
304
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2,166
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305
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5,103
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306
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23,627
-266
307
$274K 0.04%
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308
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-3
309
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310
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4,514
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311
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312
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8,783
-1,166
313
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2,376
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314
$266K 0.04%
2,573
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315
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316
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14,061
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318
$262K 0.04%
4,135
-2,902
319
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8,232
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320
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8,980
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321
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5,420
-11,676
322
$258K 0.04%
7,239
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323
$258K 0.04%
9,190
-335
324
$254K 0.04%
8,267
-328
325
$254K 0.04%
1,485
-392
11 12
13
14 15