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
76
$1.44M 0.2%
13,579
+1,549
77
$1.44M 0.2%
36,432
-61
78
$1.43M 0.2%
41,854
-260
79
$1.43M 0.2%
32,144
-3,732
80
$1.36M 0.19%
12,035
+1,704
81
$1.33M 0.19%
25,753
-724
82
$1.31M 0.19%
7,838
-1,669
83
$1.29M 0.18%
18,210
+3,350
84
$1.26M 0.18%
7,688
-201
85
$1.26M 0.18%
16,964
-5,444
86
$1.25M 0.18%
39,112
-4,536
87
$1.25M 0.18%
9,506
-91
88
$1.25M 0.18%
33,149
+1,673
89
$1.24M 0.18%
6,995
+236
90
$1.24M 0.18%
9,539
+26
91
$1.16M 0.16%
14,737
-1,973
92
$1.15M 0.16%
13,864
+348
93
$1.14M 0.16%
2,962
+1,405
94
$1.1M 0.16%
10,790
-670
95
$1.08M 0.15%
18,113
+1,248
96
$1.03M 0.15%
79,872
+2,004
97
$1.02M 0.14%
12,963
-1,281
98
$1.01M 0.14%
42,264
-4,425
99
$1M 0.14%
30,512
-6,612
100
$991K 0.14%
8,854
+3,929
2 3
4
5 6