WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Return
10.92%
This Quarter Return
+4.97%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$703M
AUM Growth
+$34.2M
(+5.1%)
Cap. Flow
+$3.42M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
38.15%
Holding
2,140
New
280
Increased
868
Reduced
513
Closed
66
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$2.64M |
| 2 |
First Trust North American Energy Infrastructure Fund
EMLP
|
+$2.62M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.08M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.16M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.09M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
+$2.97M |
| 2 |
Xcel Energy
XEL
|
+$2.66M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$2.48M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.65M |
| 5 |
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% |
