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
26
$4.36M 0.62%
35,007
-1,140
27
$4.28M 0.61%
47,625
-7,900
28
$4.14M 0.59%
47,097
+2,184
29
$3.94M 0.56%
48,083
-171
30
$3.92M 0.56%
34,113
+687
31
$3.86M 0.55%
82,053
+22,722
32
$3.3M 0.47%
83,079
+699
33
$3.14M 0.45%
21,961
-3,147
34
$3.11M 0.44%
73,400
+17,540
35
$3.04M 0.43%
33,773
-270
36
$3.01M 0.43%
70,852
+6,350
37
$2.99M 0.43%
87,415
-4,630
38
$2.94M 0.42%
105,828
-107,018
39
$2.83M 0.4%
69,302
-15,468
40
$2.79M 0.4%
88,946
-3,508
41
$2.72M 0.39%
44,876
+3,230
42
$2.68M 0.38%
22,102
-247
43
$2.58M 0.37%
16,103
+893
44
$2.44M 0.35%
21,561
+1,843
45
$2.43M 0.35%
36,447
-176
46
$2.42M 0.34%
58,280
-540
47
$2.4M 0.34%
27,031
+3,617
48
$2.33M 0.33%
20,857
+1,234
49
$2.31M 0.33%
68,494
+6,499
50
$2.29M 0.33%
13,747
+439
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