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
1026
$24K ﹤0.01%
610
1027
$24K ﹤0.01%
420
+136
1028
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500
1029
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311
-135
1030
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153
+81
1031
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353
1032
$23K ﹤0.01%
1,000
1033
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292
+31
1034
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260
+19
1035
$23K ﹤0.01%
896
-259
1036
– –
0
1037
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223
1038
$23K ﹤0.01%
688
-18
1039
$23K ﹤0.01%
205
+78
1040
$23K ﹤0.01%
1,000
1041
$23K ﹤0.01%
621
1042
$22K ﹤0.01%
227
-33
1043
$22K ﹤0.01%
455
+265
1044
$22K ﹤0.01%
334
-1,016
1045
$22K ﹤0.01%
908
+285
1046
$22K ﹤0.01%
1,991
+513
1047
$22K ﹤0.01%
366
+12
1048
$22K ﹤0.01%
258
1049
$22K ﹤0.01%
384
+33
1050
$22K ﹤0.01%
+398
40 41
42
43 44