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
476
$148K 0.02%
2,892
+131
477
$147K 0.02%
2,360
-3,394
478
$146K 0.02%
27,200
+7,000
479
$146K 0.02%
4,495
+151
480
$146K 0.02%
734
+54
481
$146K 0.02%
4,074
+37
482
$146K 0.02%
9,243
-467
483
$144K 0.02%
2,776
+103
484
$143K 0.02%
3,948
+191
485
$143K 0.02%
2,612
+753
486
$142K 0.02%
3,303
-854
487
$140K 0.02%
1,737
+303
488
$140K 0.02%
1,029
+9
489
$139K 0.02%
7,722
-612
490
$139K 0.02%
4,437
-118
491
$139K 0.02%
59,333
492
$138K 0.02%
3,031
+150
493
$137K 0.02%
8,420
-1,500
494
$137K 0.02%
2,570
+336
495
$135K 0.02%
6,616
-666
496
$135K 0.02%
2,296
-179
497
$134K 0.02%
4,723
-918
498
$133K 0.02%
1,634
+823
499
$133K 0.02%
2,520
500
$132K 0.02%
14,800
-200
18 19
20
21 22