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
801
$50K 0.01%
381
+27
802
$50K 0.01%
7,350
+1,500
803
$50K 0.01%
+1,275
804
$50K 0.01%
1,217
+470
805
$50K 0.01%
+867
806
$50K 0.01%
793
-1,282
807
$50K 0.01%
268
808
$49K 0.01%
565
+13
809
$49K 0.01%
1,217
+250
810
– –
0
811
$48K 0.01%
550
+39
812
$48K 0.01%
1,618
-492
813
$48K 0.01%
595
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814
$47K 0.01%
867
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815
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1,085
-33
816
$47K 0.01%
589
-11
817
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303
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820
$47K 0.01%
1,725
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821
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1,333
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$46K 0.01%
1,349
+101
823
$46K 0.01%
340
-11
824
$46K 0.01%
1,099
+315
825
$46K 0.01%
984
+768
31 32
33
34 35