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
976
$28K ﹤0.01%
2,475
+110
977
$28K ﹤0.01%
1,168
978
$28K ﹤0.01%
545
-14
979
$28K ﹤0.01%
+1,242
980
$27K ﹤0.01%
1,674
+1,065
981
$27K ﹤0.01%
1,036
+392
982
$27K ﹤0.01%
212
+83
983
$27K ﹤0.01%
676
+656
984
$27K ﹤0.01%
870
985
$27K ﹤0.01%
495
+73
986
$27K ﹤0.01%
118
+29
987
– –
0
988
$27K ﹤0.01%
660
989
$27K ﹤0.01%
264
+3
990
$27K ﹤0.01%
570
-132
991
$26K ﹤0.01%
1,969
+20
992
$26K ﹤0.01%
610
+30
993
$26K ﹤0.01%
1,100
-706
994
$26K ﹤0.01%
207
+90
995
$26K ﹤0.01%
1,130
+160
996
$26K ﹤0.01%
7,594
+6,196
997
$26K ﹤0.01%
573
+196
998
$26K ﹤0.01%
+1,007
999
$26K ﹤0.01%
240
+51
1000
– –
0
38 39
40
41 42