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
1326
$11K ﹤0.01%
383
+76
1327
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225
1328
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70
+67
1329
$11K ﹤0.01%
1,297
-25
1330
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1331
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172
-4
1332
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131
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1333
$10K ﹤0.01%
+350
1334
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253
+75
1335
$10K ﹤0.01%
288
+147
1336
$10K ﹤0.01%
165
+106
1337
– –
0
1338
$10K ﹤0.01%
521
1339
$10K ﹤0.01%
246
-3,080
1340
$10K ﹤0.01%
160
+154
1341
$10K ﹤0.01%
262
-1,389
1342
$10K ﹤0.01%
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1343
$10K ﹤0.01%
232
-248
1344
$10K ﹤0.01%
133
+24
1345
$10K ﹤0.01%
125
1346
$10K ﹤0.01%
291
1347
$10K ﹤0.01%
157
+102
1348
$10K ﹤0.01%
+131
1349
$10K ﹤0.01%
179
1350
$10K ﹤0.01%
1,000
52 53
54
55 56