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
1201
$14K ﹤0.01%
530
1202
$14K ﹤0.01%
1,010
+15
1203
$14K ﹤0.01%
378
1204
$14K ﹤0.01%
1,560
-236
1205
$14K ﹤0.01%
+200
1206
$14K ﹤0.01%
316
+58
1207
$14K ﹤0.01%
+555
1208
$14K ﹤0.01%
881
+65
1209
$14K ﹤0.01%
399
1210
$14K ﹤0.01%
+479
1211
$14K ﹤0.01%
260
-15
1212
$14K ﹤0.01%
459
-43
1213
$14K ﹤0.01%
319
-28
1214
$14K ﹤0.01%
460
1215
$14K ﹤0.01%
476
+25
1216
$14K ﹤0.01%
621
-255
1217
$14K ﹤0.01%
196
-5
1218
$14K ﹤0.01%
275
1219
$14K ﹤0.01%
252
+139
1220
$14K ﹤0.01%
784
1221
$14K ﹤0.01%
+260
1222
$14K ﹤0.01%
1,005
+726
1223
$13K ﹤0.01%
259
-8
1224
$13K ﹤0.01%
+395
1225
$13K ﹤0.01%
+330
47 48
49
50 51