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
1076
$20K ﹤0.01%
101
-362
1077
$20K ﹤0.01%
553
+269
1078
$20K ﹤0.01%
213
+5
1079
$20K ﹤0.01%
852
-3
1080
$20K ﹤0.01%
+32
1081
$20K ﹤0.01%
661
+620
1082
$20K ﹤0.01%
269
+29
1083
$20K ﹤0.01%
3,139
+2,455
1084
$20K ﹤0.01%
990
1085
$20K ﹤0.01%
700
1086
$20K ﹤0.01%
1,573
+287
1087
$20K ﹤0.01%
3,756
+48
1088
$20K ﹤0.01%
397
-166
1089
$20K ﹤0.01%
+1,341
1090
$20K ﹤0.01%
17
+2
1091
$20K ﹤0.01%
694
+328
1092
$19K ﹤0.01%
430
+249
1093
$19K ﹤0.01%
809
+53
1094
$19K ﹤0.01%
2,280
+23
1095
$19K ﹤0.01%
8,774
1096
$19K ﹤0.01%
995
+12
1097
$19K ﹤0.01%
104
-120
1098
$19K ﹤0.01%
282
+43
1099
$19K ﹤0.01%
146
+11
1100
$19K ﹤0.01%
457
+76
42 43
44
45 46