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
51
$2.29M 0.33%
21,979
-1,686
52
$2.2M 0.31%
30,795
+3,155
53
$2.19M 0.31%
19,478
-3,140
54
$2.11M 0.3%
11,775
-483
55
$2.08M 0.3%
14,622
+2,048
56
$2.06M 0.29%
15,734
+51
57
$1.87M 0.27%
32,358
+6,608
58
$1.86M 0.27%
12,698
+233
59
$1.86M 0.27%
42,020
-480
60
$1.79M 0.25%
32,089
+5,924
61
$1.78M 0.25%
21,444
-369
62
$1.77M 0.25%
48,965
-2,669
63
$1.75M 0.25%
16,306
+1,811
64
$1.6M 0.23%
13,387
-547
65
$1.6M 0.23%
11,419
+134
66
$1.55M 0.22%
12,454
-912
67
$1.54M 0.22%
65,343
-9,279
68
$1.53M 0.22%
20,244
+4,759
69
$1.51M 0.22%
298,046
+20,330
70
$1.5M 0.21%
7,684
+783
71
$1.47M 0.21%
22,542
+2,856
72
$1.47M 0.21%
25,274
-8,156
73
$1.46M 0.21%
12,283
+690
74
$1.45M 0.21%
24,820
+1,410
75
$1.44M 0.21%
3,078
-435
1 2
3
4 5