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
376
$209K 0.03%
1,781
+64
377
$208K 0.03%
5,751
-1,552
378
$208K 0.03%
3,386
-1,774
379
$207K 0.03%
3,120
+336
380
$207K 0.03%
1,291
+62
381
$206K 0.03%
1,935
-315
382
$206K 0.03%
2,404
-866
383
$206K 0.03%
1,385
-17
384
$204K 0.03%
1,232
+44
385
$204K 0.03%
3,285
-34
386
$203K 0.03%
1,870
-164
387
– –
0
388
$203K 0.03%
4,079
+1,243
389
$202K 0.03%
5,875
+390
390
$202K 0.03%
1,493
+600
391
$201K 0.03%
5,393
-1,175
392
$201K 0.03%
3,862
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393
$201K 0.03%
4,084
+499
394
$200K 0.03%
4,012
+4
395
$200K 0.03%
3,634
-4
396
$199K 0.03%
7,092
+64
397
$197K 0.03%
827
-2,610
398
$197K 0.03%
2,150
+231
399
$196K 0.03%
1,376
+67
400
$196K 0.03%
4,530
-340
14 15
16
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