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
726
$66K 0.01%
2,100
727
$66K 0.01%
1,203
728
$65K 0.01%
5,090
+320
729
$65K 0.01%
2,529
+208
730
$65K 0.01%
404
+18
731
$65K 0.01%
594
+350
732
$65K 0.01%
1,551
+103
733
$65K 0.01%
2,737
-42
734
$65K 0.01%
2,673
+106
735
$65K 0.01%
2,205
+205
736
$64K 0.01%
+2,548
737
$64K 0.01%
1,208
738
$64K 0.01%
1,394
-169
739
$63K 0.01%
462
+21
740
$63K 0.01%
2,016
+129
741
$63K 0.01%
6,321
742
$63K 0.01%
3,564
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743
$63K 0.01%
1,404
-8,135
744
$63K 0.01%
1,007
+184
745
$63K 0.01%
658
+53
746
$62K 0.01%
1,021
+8
747
$62K 0.01%
4,654
+763
748
$62K 0.01%
1,448
+121
749
$62K 0.01%
321
+6
750
$61K 0.01%
1,950
28 29
30
31 32