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
1351
$10K ﹤0.01%
246
-3,080
1352
$10K ﹤0.01%
160
+154
1353
$10K ﹤0.01%
+131
1354
$10K ﹤0.01%
179
1355
$10K ﹤0.01%
1,000
1356
$10K ﹤0.01%
380
1357
$10K ﹤0.01%
252
+34
1358
– –
0
1359
$10K ﹤0.01%
+425
1360
$9K ﹤0.01%
722
+189
1361
$9K ﹤0.01%
303
+236
1362
$9K ﹤0.01%
427
+369
1363
$9K ﹤0.01%
111
+26
1364
$9K ﹤0.01%
108
+100
1365
$9K ﹤0.01%
150
-4
1366
$9K ﹤0.01%
186
-9
1367
$9K ﹤0.01%
81
+44
1368
$9K ﹤0.01%
6,000
1369
$9K ﹤0.01%
5,500
1370
$9K ﹤0.01%
166
1371
$9K ﹤0.01%
+100
1372
$9K ﹤0.01%
1,118
+377
1373
$9K ﹤0.01%
+193
1374
$9K ﹤0.01%
+1,797
1375
$9K ﹤0.01%
645
+302
53 54
55
56 57