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
776
$55K 0.01%
896
-24
777
$55K 0.01%
922
+221
778
$55K 0.01%
669
+47
779
$54K 0.01%
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780
$54K 0.01%
653
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781
$53K 0.01%
1,960
782
$53K 0.01%
3,062
-4
783
$53K 0.01%
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784
$52K 0.01%
543
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785
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786
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-35
787
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285
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1,372
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789
$52K 0.01%
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– –
0
791
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820
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$51K 0.01%
409
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$51K 0.01%
561
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799
$51K 0.01%
2,149
+432
800
$50K 0.01%
1,348
+12
30 31
32
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