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
451
$166K 0.02%
3,932
+233
452
$166K 0.02%
1,692
-820
453
$166K 0.02%
2,785
+1,050
454
$165K 0.02%
10,437
+1,875
455
$164K 0.02%
3,332
-79
456
$164K 0.02%
3,904
+3,438
457
$164K 0.02%
4,747
-482
458
$164K 0.02%
750
+32
459
$164K 0.02%
+1,096
460
$162K 0.02%
392
+234
461
$162K 0.02%
2,912
+287
462
$161K 0.02%
2,362
+33
463
$161K 0.02%
8,636
+236
464
$161K 0.02%
4,996
+267
465
$159K 0.02%
1,408
466
$159K 0.02%
11,890
+2,915
467
$158K 0.02%
4,500
468
$156K 0.02%
11,355
+1,460
469
$156K 0.02%
10,052
-113
470
$155K 0.02%
1,509
+146
471
$154K 0.02%
+2,511
472
$152K 0.02%
1,668
-10
473
$151K 0.02%
1,148
-79
474
$149K 0.02%
3,825
-11,747
475
$149K 0.02%
2,375
-341
17 18
19
20 21