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
1276
$12K ﹤0.01%
1,275
1277
$12K ﹤0.01%
1,013
1278
$12K ﹤0.01%
158
-131
1279
$12K ﹤0.01%
188
+162
1280
$12K ﹤0.01%
+612
1281
$12K ﹤0.01%
1,100
1282
$12K ﹤0.01%
28,300
1283
$12K ﹤0.01%
880
1284
$12K ﹤0.01%
135
+62
1285
$12K ﹤0.01%
399
+359
1286
$12K ﹤0.01%
143
+28
1287
$12K ﹤0.01%
333
+5
1288
$12K ﹤0.01%
590
+45
1289
$12K ﹤0.01%
832
+17
1290
$11K ﹤0.01%
70
+67
1291
$11K ﹤0.01%
1,297
-25
1292
$11K ﹤0.01%
200
1293
$11K ﹤0.01%
267
+114
1294
$11K ﹤0.01%
+200
1295
$11K ﹤0.01%
144
+39
1296
$11K ﹤0.01%
305
1297
$11K ﹤0.01%
1,399
+1,303
1298
$11K ﹤0.01%
792
+175
1299
$11K ﹤0.01%
395
-50
1300
$11K ﹤0.01%
490
50 51
52
53 54