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
526
$123K 0.02%
2,993
+49
527
$122K 0.02%
4,439
+122
528
$122K 0.02%
859
-498
529
$122K 0.02%
1,970
+784
530
$121K 0.02%
739
+1
531
$121K 0.02%
1,103
+54
532
$121K 0.02%
1,540
-2,093
533
$121K 0.02%
1,907
+1,859
534
$120K 0.02%
8,087
535
$120K 0.02%
2,252
-172
536
$119K 0.02%
4,001
-2,568
537
$119K 0.02%
770
+17
538
$119K 0.02%
1,388
+1
539
$119K 0.02%
1,296
+43
540
$119K 0.02%
5,288
+50
541
$119K 0.02%
3,253
542
$118K 0.02%
3,324
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543
$118K 0.02%
1,160
-268
544
$117K 0.02%
2,979
+183
545
$117K 0.02%
1,079
-112
546
$117K 0.02%
4,021
+3,020
547
$117K 0.02%
+2,346
548
$117K 0.02%
6,297
+300
549
$116K 0.02%
5,582
-396
550
$116K 0.02%
1,912
-65
20 21
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