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
751
$61K 0.01%
1,170
752
$61K 0.01%
2,970
+265
753
$61K 0.01%
467
+123
754
$61K 0.01%
829
-61
755
$61K 0.01%
865
-6
756
$60K 0.01%
3,172
+72
757
$60K 0.01%
541
+1
758
$60K 0.01%
3,255
-945
759
$60K 0.01%
1,775
760
$59K 0.01%
668
+50
761
$59K 0.01%
2,186
-310
762
$59K 0.01%
1,579
+659
763
$59K 0.01%
840
764
$59K 0.01%
850
765
$59K 0.01%
1,045
+971
766
$58K 0.01%
2,148
-16
767
$58K 0.01%
1,747
+1,250
768
$58K 0.01%
1,448
+228
769
$57K 0.01%
3,339
+875
770
$57K 0.01%
1,107
+164
771
$57K 0.01%
5,944
-1,285
772
$56K 0.01%
747
+508
773
$56K 0.01%
914
+112
774
$56K 0.01%
448
-789
775
$56K 0.01%
1,138
29 30
31
32 33