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
951
$30K ﹤0.01%
673
-40
952
$30K ﹤0.01%
616
+4
953
$30K ﹤0.01%
2,785
+2,072
954
$30K ﹤0.01%
683
+33
955
$30K ﹤0.01%
+645
956
$30K ﹤0.01%
600
957
$30K ﹤0.01%
806
+6
958
$29K ﹤0.01%
1,540
-949
959
$29K ﹤0.01%
294
+290
960
$29K ﹤0.01%
931
-113
961
$29K ﹤0.01%
348
-21
962
$29K ﹤0.01%
1,572
+647
963
– –
0
964
$29K ﹤0.01%
988
-335
965
$29K ﹤0.01%
3,301
+3,107
966
$29K ﹤0.01%
270
-427
967
$28K ﹤0.01%
1,823
+489
968
$28K ﹤0.01%
1,755
+1,030
969
$28K ﹤0.01%
308
970
$28K ﹤0.01%
1,310
+840
971
$28K ﹤0.01%
877
+458
972
– –
0
973
– –
0
974
$28K ﹤0.01%
599
-281
975
$28K ﹤0.01%
231
+1
37 38
39
40 41