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
851
$41K 0.01%
1,382
+146
852
$41K 0.01%
780
+590
853
$41K 0.01%
1,696
-45
854
$41K 0.01%
995
+849
855
$41K 0.01%
666
+308
856
$41K 0.01%
1,532
+966
857
$40K 0.01%
1,190
+280
858
$40K 0.01%
1,677
+1,177
859
$40K 0.01%
1,194
+15
860
$40K 0.01%
1,951
-52
861
$40K 0.01%
2,090
+1,944
862
$40K 0.01%
777
+530
863
$40K 0.01%
3,676
+188
864
$40K 0.01%
524
+53
865
$40K 0.01%
838
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866
$39K 0.01%
508
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867
$39K 0.01%
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$39K 0.01%
1,094
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869
$39K 0.01%
494
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870
$39K 0.01%
+3
871
$39K 0.01%
135
+7
872
$39K 0.01%
1,683
-12,538
873
$38K 0.01%
386
+3
874
$38K 0.01%
675
+225
875
$38K 0.01%
382
+62
33 34
35
36 37