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
826
$46K 0.01%
7,978
+6,018
827
$46K 0.01%
+2,048
828
$46K 0.01%
1,089
-52
829
$45K 0.01%
875
-250
830
$45K 0.01%
475
+62
831
$45K 0.01%
1,047
+23
832
$45K 0.01%
518
+151
833
$45K 0.01%
735
834
$45K 0.01%
2,139
835
$45K 0.01%
1,500
836
– –
0
837
$44K 0.01%
448
+26
838
$43K 0.01%
686
839
$43K 0.01%
657
+37
840
$43K 0.01%
1,825
+3
841
$43K 0.01%
590
+40
842
$43K 0.01%
1,462
-464
843
$43K 0.01%
3,875
-43
844
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1,015
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845
$43K 0.01%
1,436
-129
846
$42K 0.01%
3,000
847
$42K 0.01%
1,282
+154
848
$42K 0.01%
321
-28
849
$41K 0.01%
679
+18
850
$41K 0.01%
199
+32
32 33
34
35 36