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
901
$36K 0.01%
+495
902
$36K 0.01%
1,080
903
$36K 0.01%
1,136
+35
904
$36K 0.01%
705
+17
905
$36K 0.01%
4,000
906
$36K 0.01%
1,849
907
$36K 0.01%
459
-4
908
$36K 0.01%
1,468
-370
909
$35K 0.01%
1,632
+112
910
$35K 0.01%
1,184
+78
911
$35K 0.01%
3,534
+1,002
912
$35K 0.01%
1,594
+23
913
$35K 0.01%
1,842
-52
914
$35K 0.01%
274
+85
915
$34K ﹤0.01%
408
-17
916
$34K ﹤0.01%
484
917
$34K ﹤0.01%
938
-612
918
$34K ﹤0.01%
1,044
+425
919
$34K ﹤0.01%
1,185
-30
920
$34K ﹤0.01%
1,109
+468
921
$34K ﹤0.01%
348
-275
922
$34K ﹤0.01%
688
923
$33K ﹤0.01%
5,563
+181
924
$33K ﹤0.01%
+7,500
925
$33K ﹤0.01%
902
+92
35 36
37
38 39