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
926
$33K ﹤0.01%
1,400
+69
927
$33K ﹤0.01%
1,638
+83
928
$33K ﹤0.01%
+1,193
929
$33K ﹤0.01%
509
+9
930
$33K ﹤0.01%
614
-15
931
$32K ﹤0.01%
750
+108
932
$32K ﹤0.01%
285
-7
933
$32K ﹤0.01%
394
-267
934
$32K ﹤0.01%
433
-32
935
$32K ﹤0.01%
288
-6
936
$32K ﹤0.01%
664
+84
937
$32K ﹤0.01%
809
+72
938
$32K ﹤0.01%
36
+7
939
$32K ﹤0.01%
628
+14
940
$32K ﹤0.01%
+500
941
$31K ﹤0.01%
381
-821
942
$31K ﹤0.01%
645
+180
943
$31K ﹤0.01%
1,000
944
$31K ﹤0.01%
1,640
945
$31K ﹤0.01%
1,806
-54
946
$31K ﹤0.01%
1,301
+655
947
$31K ﹤0.01%
1,100
948
$31K ﹤0.01%
+918
949
$30K ﹤0.01%
933
+37
950
$30K ﹤0.01%
573
+7
36 37
38
39 40