WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$2.62M
2
+$2.56M
3
+$2.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.08M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.47M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.19M

Sector Composition

1 Financials 8.59%
2 Technology 7.09%
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%
679
+18
852
$41K 0.01%
199
+32
853
$41K 0.01%
1,382
+146
854
$41K 0.01%
1,696
-45
855
$41K 0.01%
995
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856
$41K 0.01%
666
+308
857
$40K 0.01%
1,190
+280
858
$40K 0.01%
1,677
+1,177
859
$40K 0.01%
1,194
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860
$40K 0.01%
3,676
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861
$40K 0.01%
524
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862
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838
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863
$40K 0.01%
1,951
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864
$40K 0.01%
2,090
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865
$40K 0.01%
777
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866
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869
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494
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873
$38K 0.01%
386
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$38K 0.01%
675
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875
$38K 0.01%
382
+62
33 34
35
36 37