WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$2.62M
2
+$2.56M
3
+$2.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.08M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.47M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.19M

Sector Composition

1 Financials 8.59%
2 Technology 7.09%
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%
259
-8
1252
$13K ﹤0.01%
+395
1253
$13K ﹤0.01%
1,065
+765
1254
$13K ﹤0.01%
469
1255
$13K ﹤0.01%
300
-454
1256
$13K ﹤0.01%
378
+92
1257
$13K ﹤0.01%
557
+180
1258
$12K ﹤0.01%
433
+3
1259
$12K ﹤0.01%
+72
1260
$12K ﹤0.01%
706
+36
1261
– –
0
1262
$12K ﹤0.01%
179
+11
1263
$12K ﹤0.01%
230
+45
1264
$12K ﹤0.01%
1,225
1265
$12K ﹤0.01%
531
-176
1266
$12K ﹤0.01%
2,188
+52
1267
$12K ﹤0.01%
+1,095
1268
$12K ﹤0.01%
+201
1269
$12K ﹤0.01%
100
-17
1270
$12K ﹤0.01%
695
-16,658
1271
$12K ﹤0.01%
1,275
1272
$12K ﹤0.01%
1,013
1273
$12K ﹤0.01%
+207
1274
$12K ﹤0.01%
158
-131
1275
$12K ﹤0.01%
188
+162
49 50
51
52 53