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
601
$100K 0.01%
11,455
+347
602
$100K 0.01%
1,600
603
$100K 0.01%
2,004
604
$99K 0.01%
926
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605
$99K 0.01%
1,528
-13
606
$99K 0.01%
3,124
+132
607
$99K 0.01%
1,125
-85
608
$98K 0.01%
2,770
+39
609
$98K 0.01%
1,201
+71
610
$98K 0.01%
606
611
$98K 0.01%
467
+144
612
$97K 0.01%
1,123
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613
$97K 0.01%
1,208
-329
614
$97K 0.01%
1,395
615
$96K 0.01%
12,400
+152
616
$95K 0.01%
8,460
+675
617
$95K 0.01%
931
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$95K 0.01%
1,120
-1,119
619
$95K 0.01%
1,361
+74
620
$94K 0.01%
4,550
+290
621
$94K 0.01%
3,976
622
$94K 0.01%
1,748
+328
623
$93K 0.01%
807
+9
624
$93K 0.01%
582
+30
625
$93K 0.01%
1,684
+127
23 24
25
26 27