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
426
$180K 0.03%
7,086
-901
427
$179K 0.03%
7,285
+3,973
428
$179K 0.03%
2,566
-201
429
$179K 0.03%
2,989
+551
430
$178K 0.03%
2,382
-284
431
$178K 0.03%
5,643
+1,910
432
$177K 0.03%
2,019
-91
433
$176K 0.03%
3,248
+4
434
$176K 0.03%
3,692
-1,753
435
$175K 0.02%
5,829
+1,336
436
$175K 0.02%
6,007
+5,393
437
$174K 0.02%
+5,672
438
$173K 0.02%
6,854
-2,456
439
$172K 0.02%
3,396
-1,275
440
$172K 0.02%
12,485
+455
441
$171K 0.02%
3,967
+160
442
$171K 0.02%
1,303
-4
443
$171K 0.02%
4,394
+44
444
$169K 0.02%
6,852
-13
445
$169K 0.02%
3,281
+1,279
446
$168K 0.02%
1,134
+9
447
$168K 0.02%
11,661
+1,735
448
$167K 0.02%
11,509
449
$167K 0.02%
1,319
+86
450
$166K 0.02%
3,246
+22
16 17
18
19 20