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
626
$93K 0.01%
3,272
+116
627
$93K 0.01%
597
+26
628
$93K 0.01%
1,731
+40
629
$92K 0.01%
4,049
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630
$92K 0.01%
5,154
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631
$92K 0.01%
1,767
-114
632
$92K 0.01%
315
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633
$92K 0.01%
4,603
-4,402
634
$91K 0.01%
3,480
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635
$91K 0.01%
7,189
+375
636
$91K 0.01%
2,599
-628
637
$90K 0.01%
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638
$90K 0.01%
1,583
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639
$90K 0.01%
8,634
-600
640
$89K 0.01%
4,555
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641
$89K 0.01%
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$89K 0.01%
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1,901
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644
$88K 0.01%
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645
$88K 0.01%
1,188
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646
$88K 0.01%
2,548
+154
647
$88K 0.01%
1,239
-366
648
$88K 0.01%
1,353
+291
649
$88K 0.01%
1,692
-141
650
$87K 0.01%
723
+719
24 25
26
27 28