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
401
$196K 0.03%
788
+113
402
$195K 0.03%
4,063
+168
403
$194K 0.03%
726
+263
404
$193K 0.03%
4,444
-27,836
405
$193K 0.03%
2,697
+129
406
$192K 0.03%
3,776
-4
407
$192K 0.03%
6,131
-282
408
$192K 0.03%
1,706
-100
409
$191K 0.03%
2,453
-171
410
$190K 0.03%
7,034
+650
411
$190K 0.03%
1,344
+142
412
$190K 0.03%
4,282
-5,340
413
$188K 0.03%
2,910
-370
414
$188K 0.03%
12,250
415
$187K 0.03%
4,063
-234
416
$187K 0.03%
2,427
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417
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4,005
-390
418
$186K 0.03%
22,800
419
$185K 0.03%
4,880
-326
420
$184K 0.03%
5,327
+103
421
$183K 0.03%
4,601
-135
422
$183K 0.03%
1,948
-542
423
$182K 0.03%
3,597
-174
424
$182K 0.03%
2,173
-112
425
$181K 0.03%
9,873
+5,876
15 16
17
18 19