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
1151
$17K ﹤0.01%
1,021
1152
$17K ﹤0.01%
+924
1153
$17K ﹤0.01%
+994
1154
$16K ﹤0.01%
1,000
-685
1155
$16K ﹤0.01%
158
+75
1156
$16K ﹤0.01%
740
-47
1157
$16K ﹤0.01%
551
+79
1158
$16K ﹤0.01%
1,204
+968
1159
$16K ﹤0.01%
708
+9
1160
$16K ﹤0.01%
671
-25
1161
$16K ﹤0.01%
303
+274
1162
$16K ﹤0.01%
1,100
1163
$16K ﹤0.01%
256
+99
1164
$16K ﹤0.01%
95
+6
1165
$16K ﹤0.01%
1,368
1166
$16K ﹤0.01%
689
+145
1167
$16K ﹤0.01%
178
+73
1168
$16K ﹤0.01%
269
+155
1169
$16K ﹤0.01%
159
1170
$16K ﹤0.01%
484
+266
1171
$16K ﹤0.01%
299
+98
1172
$16K ﹤0.01%
+1,525
1173
$16K ﹤0.01%
1,110
-1,627
1174
$16K ﹤0.01%
1,106
+238
1175
$15K ﹤0.01%
68
+18
45 46
47
48 49