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
1251
$13K ﹤0.01%
65
1252
$13K ﹤0.01%
159
+24
1253
$13K ﹤0.01%
+433
1254
$13K ﹤0.01%
1,065
+765
1255
$13K ﹤0.01%
469
1256
$13K ﹤0.01%
415
1257
$13K ﹤0.01%
300
-454
1258
$12K ﹤0.01%
+207
1259
$12K ﹤0.01%
2,188
+52
1260
$12K ﹤0.01%
+1,095
1261
$12K ﹤0.01%
433
+3
1262
$12K ﹤0.01%
+201
1263
$12K ﹤0.01%
+1,042
1264
$12K ﹤0.01%
+140
1265
$12K ﹤0.01%
218
+127
1266
$12K ﹤0.01%
165
1267
$12K ﹤0.01%
230
+45
1268
$12K ﹤0.01%
1,225
1269
$12K ﹤0.01%
+72
1270
$12K ﹤0.01%
706
+36
1271
– –
0
1272
$12K ﹤0.01%
179
+11
1273
$12K ﹤0.01%
531
-176
1274
$12K ﹤0.01%
100
-17
1275
$12K ﹤0.01%
695
-16,658
49 50
51
52 53