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
676
$77K 0.01%
1,905
+216
677
$77K 0.01%
1,860
+69
678
$77K 0.01%
4,304
-42
679
$76K 0.01%
1,822
+67
680
$76K 0.01%
5,130
681
$75K 0.01%
2,400
682
$75K 0.01%
2,540
+638
683
$75K 0.01%
599
684
$75K 0.01%
8,100
-625
685
$74K 0.01%
5,188
+416
686
$74K 0.01%
573
687
$74K 0.01%
1,922
+93
688
$74K 0.01%
1,102
+415
689
$74K 0.01%
3,301
690
$74K 0.01%
4,676
+809
691
$73K 0.01%
1,804
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692
$73K 0.01%
879
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693
$73K 0.01%
2,137
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694
$73K 0.01%
944
+530
695
$72K 0.01%
787
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696
$72K 0.01%
605
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697
$72K 0.01%
1,231
+278
698
$72K 0.01%
970
-186
699
$72K 0.01%
1,233
-191
700
$72K 0.01%
4,202
-500
26 27
28
29 30