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
1101
$19K ﹤0.01%
1,727
1102
$19K ﹤0.01%
656
+273
1103
$19K ﹤0.01%
311
+216
1104
$19K ﹤0.01%
+161
1105
$19K ﹤0.01%
+1,515
1106
$19K ﹤0.01%
900
1107
$19K ﹤0.01%
926
+215
1108
$19K ﹤0.01%
234
-6
1109
$19K ﹤0.01%
1,481
+1,434
1110
$19K ﹤0.01%
+734
1111
$19K ﹤0.01%
284
-37
1112
$19K ﹤0.01%
1,900
1113
$19K ﹤0.01%
645
+131
1114
$19K ﹤0.01%
640
+44
1115
$18K ﹤0.01%
316
+105
1116
$18K ﹤0.01%
+1,090
1117
$18K ﹤0.01%
66
-20
1118
$18K ﹤0.01%
348
-2,827
1119
$18K ﹤0.01%
264
-2
1120
$18K ﹤0.01%
+327
1121
$18K ﹤0.01%
1,317
-2,676
1122
$18K ﹤0.01%
465
+8
1123
$18K ﹤0.01%
600
1124
$18K ﹤0.01%
487
+152
1125
$18K ﹤0.01%
75
+4
43 44
45
46 47