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
351
$231K 0.03%
10,016
+680
352
$231K 0.03%
+510
353
$229K 0.03%
6,299
+2,082
354
$229K 0.03%
2,922
-199
355
$228K 0.03%
2,470
+2,144
356
$228K 0.03%
2,504
-80
357
$228K 0.03%
1,618
-296
358
$226K 0.03%
4,268
+492
359
$226K 0.03%
4,289
+1,668
360
$224K 0.03%
2,055
+955
361
$223K 0.03%
9,220
+560
362
$221K 0.03%
5,357
+1,802
363
$219K 0.03%
4,555
-1,379
364
$219K 0.03%
7,751
-2,373
365
$218K 0.03%
3,847
+225
366
$217K 0.03%
3,122
+92
367
$215K 0.03%
2,520
+45
368
$214K 0.03%
5,908
+220
369
$214K 0.03%
12,938
+444
370
$214K 0.03%
1,400
+89
371
$213K 0.03%
2,599
+1,314
372
$213K 0.03%
1,791
+582
373
$212K 0.03%
4,398
-400
374
$211K 0.03%
3,305
+170
375
$211K 0.03%
2,836
13 14
15
16 17