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
1176
$15K ﹤0.01%
330
+153
1177
$15K ﹤0.01%
457
-62
1178
$15K ﹤0.01%
326
-6
1179
$15K ﹤0.01%
832
+18
1180
$15K ﹤0.01%
480
+13
1181
$15K ﹤0.01%
345
+58
1182
$15K ﹤0.01%
700
1183
$15K ﹤0.01%
490
+16
1184
$15K ﹤0.01%
11
1185
$15K ﹤0.01%
429
+250
1186
$15K ﹤0.01%
200
-25
1187
$15K ﹤0.01%
373
-181
1188
$15K ﹤0.01%
855
+479
1189
$15K ﹤0.01%
590
-80
1190
$15K ﹤0.01%
1,137
+253
1191
$15K ﹤0.01%
+1,551
1192
$15K ﹤0.01%
556
+39
1193
$14K ﹤0.01%
1,540
+396
1194
$14K ﹤0.01%
1,304
+720
1195
– –
0
1196
$14K ﹤0.01%
696
+369
1197
$14K ﹤0.01%
187
+13
1198
$14K ﹤0.01%
416
+51
1199
$14K ﹤0.01%
482
+97
1200
$14K ﹤0.01%
708
+112
46 47
48
49 50