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
1226
$13K ﹤0.01%
378
+92
1227
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557
+180
1228
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302
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1231
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477
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1232
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83
1234
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220
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1236
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1237
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1,994
+1,611
1238
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675
+170
1239
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+250
1240
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221
1241
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236
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1242
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60
1243
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+330
1244
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340
+215
1245
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188
+47
1246
$13K ﹤0.01%
360
1247
$13K ﹤0.01%
+304
1248
$13K ﹤0.01%
411
+11
1249
$13K ﹤0.01%
138
1250
$13K ﹤0.01%
500
48 49
50
51 52