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
651
$87K 0.01%
1,098
+9
652
$87K 0.01%
2,444
+1,540
653
$86K 0.01%
592
-249
654
$86K 0.01%
2,428
+6
655
$85K 0.01%
415
-40
656
$84K 0.01%
1,833
+22
657
– –
0
658
$82K 0.01%
2,618
+17
659
$82K 0.01%
1,993
+852
660
$82K 0.01%
1,657
-338
661
$82K 0.01%
1,875
+1,104
662
$81K 0.01%
3,000
663
$81K 0.01%
912
-1,241
664
$81K 0.01%
8,508
+30
665
$81K 0.01%
680
+46
666
$81K 0.01%
2,538
+116
667
$80K 0.01%
1,450
+246
668
$79K 0.01%
2,219
669
$79K 0.01%
404
-6
670
$78K 0.01%
3,315
-275
671
$78K 0.01%
2,108
+924
672
$78K 0.01%
1,122
+198
673
$78K 0.01%
6,148
674
$78K 0.01%
+2,218
675
$77K 0.01%
2,483
+1,207
25 26
27
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