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
551
$116K 0.02%
3,617
+261
552
$116K 0.02%
5,239
+1,130
553
$115K 0.02%
1,821
-500
554
$115K 0.02%
8,376
-151
555
$114K 0.02%
1,067
-348
556
$114K 0.02%
2,711
-6,486
557
$114K 0.02%
2,434
+29
558
$113K 0.02%
2,706
+439
559
$112K 0.02%
5,035
+890
560
$112K 0.02%
2,243
-2,221
561
$110K 0.02%
4,184
+1,065
562
$110K 0.02%
1,298
+346
563
$110K 0.02%
27,644
-2,900
564
$110K 0.02%
2,147
+100
565
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2,120
-142
566
$109K 0.02%
3,107
+70
567
– –
0
568
$109K 0.02%
3,756
+257
569
$109K 0.02%
2,200
570
$108K 0.02%
2,851
-250
571
$108K 0.02%
3,853
+202
572
$108K 0.02%
1,984
-515
573
$108K 0.02%
2,100
-1,855
574
$107K 0.02%
1,326
-829
575
$107K 0.02%
519
+2
21 22
23
24 25