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
326
$253K 0.04%
13,548
-2,583
327
$253K 0.04%
16,739
-644
328
$252K 0.04%
2,691
-454
329
$252K 0.04%
1,355
-22
330
$250K 0.04%
1,931
-103
331
$248K 0.04%
6,306
+90
332
$247K 0.04%
139
+13
333
$247K 0.04%
6,580
+152
334
$247K 0.04%
3,210
-766
335
$245K 0.03%
3,656
+140
336
$244K 0.03%
4,623
-865
337
$244K 0.03%
4,880
-3,738
338
$243K 0.03%
19,174
-2,342
339
– –
0
340
$241K 0.03%
3,552
-856
341
$241K 0.03%
5,099
-1,028
342
$240K 0.03%
10,000
343
$237K 0.03%
8,482
+1,695
344
$237K 0.03%
593
+12
345
$236K 0.03%
4,326
-1,261
346
$235K 0.03%
2,615
-531
347
$235K 0.03%
7,444
+52
348
$235K 0.03%
4,067
+124
349
$234K 0.03%
2,838
-5,651
350
$234K 0.03%
4,555
+1,050
12 13
14
15 16