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
501
$132K 0.02%
5,361
-1,076
502
$132K 0.02%
1,434
-1,981
503
$132K 0.02%
1,521
+21
504
$131K 0.02%
3,587
+17
505
$131K 0.02%
1,378
506
$130K 0.02%
4,805
-1,252
507
$130K 0.02%
4,224
+238
508
$130K 0.02%
2,031
+114
509
$130K 0.02%
878
-582
510
$129K 0.02%
1,979
+23
511
$129K 0.02%
4,010
512
$128K 0.02%
9,548
+7,521
513
$126K 0.02%
1,550
+122
514
$126K 0.02%
2,776
515
$126K 0.02%
8,603
516
$126K 0.02%
1,490
517
$125K 0.02%
5,041
+338
518
$125K 0.02%
8,085
-1,863
519
$125K 0.02%
2,269
+192
520
$124K 0.02%
2,095
+49
521
$124K 0.02%
1,685
+49
522
$123K 0.02%
31,148
+29,259
523
$123K 0.02%
1,823
-87
524
$123K 0.02%
4,959
+1,480
525
$123K 0.02%
9,113
+209
19 20
21
22 23