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
1051
$22K ﹤0.01%
463
+220
1052
$22K ﹤0.01%
1,517
-697
1053
$22K ﹤0.01%
152
+150
1054
$22K ﹤0.01%
2,559
+35
1055
$22K ﹤0.01%
687
-18
1056
$22K ﹤0.01%
543
+359
1057
$22K ﹤0.01%
1,661
+102
1058
$22K ﹤0.01%
955
+84
1059
$22K ﹤0.01%
296
+219
1060
$22K ﹤0.01%
3,033
+2,117
1061
$22K ﹤0.01%
380
+130
1062
$22K ﹤0.01%
1,438
+99
1063
$22K ﹤0.01%
749
-1,069
1064
$21K ﹤0.01%
183
-14
1065
$21K ﹤0.01%
1,000
+150
1066
$21K ﹤0.01%
499
-1,419
1067
$21K ﹤0.01%
466
-40
1068
– –
0
1069
$21K ﹤0.01%
+526
1070
$21K ﹤0.01%
927
+199
1071
$21K ﹤0.01%
483
+15
1072
$21K ﹤0.01%
1,443
1073
$21K ﹤0.01%
1,253
+17
1074
$20K ﹤0.01%
2,970
+2,890
1075
$20K ﹤0.01%
1,084
-85
41 42
43
44 45