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
1326
$11K ﹤0.01%
721
-19
1327
$11K ﹤0.01%
115
+112
1328
$11K ﹤0.01%
411
+200
1329
$11K ﹤0.01%
383
+76
1330
$11K ﹤0.01%
225
1331
$10K ﹤0.01%
262
-1,389
1332
$10K ﹤0.01%
200
1333
$10K ﹤0.01%
232
-248
1334
$10K ﹤0.01%
133
+24
1335
$10K ﹤0.01%
125
1336
$10K ﹤0.01%
291
1337
$10K ﹤0.01%
157
+102
1338
$10K ﹤0.01%
335
1339
$10K ﹤0.01%
473
+48
1340
$10K ﹤0.01%
538
+35
1341
$10K ﹤0.01%
1,702
1342
$10K ﹤0.01%
2,105
1343
$10K ﹤0.01%
172
-4
1344
$10K ﹤0.01%
131
+24
1345
$10K ﹤0.01%
+350
1346
$10K ﹤0.01%
253
+75
1347
$10K ﹤0.01%
288
+147
1348
$10K ﹤0.01%
165
+106
1349
– –
0
1350
$10K ﹤0.01%
521
52 53
54
55 56