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
576
$107K 0.02%
1,308
-62
577
$107K 0.02%
1,601
-248
578
$107K 0.02%
1,175
-39
579
$107K 0.02%
6,838
-1,464
580
$106K 0.02%
878
-318
581
$106K 0.02%
618
-85
582
$106K 0.02%
686
583
$106K 0.02%
1,549
-1,876
584
$105K 0.01%
1,778
+22
585
$105K 0.01%
1,546
+120
586
$104K 0.01%
2,197
+92
587
$104K 0.01%
1,404
+1,203
588
$104K 0.01%
7,184
+666
589
$103K 0.01%
1,377
+23
590
$103K 0.01%
8,039
+116
591
$103K 0.01%
4,737
+1,019
592
$103K 0.01%
6,952
+118
593
$103K 0.01%
1,991
-18
594
$103K 0.01%
2,314
+381
595
$103K 0.01%
1,931
596
$102K 0.01%
1,490
-46
597
$102K 0.01%
5,134
-1,035
598
$102K 0.01%
3,862
+1,571
599
$102K 0.01%
1,928
+602
600
$101K 0.01%
5,195
+1,923
22 23
24
25 26