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
1376
$9K ﹤0.01%
8
1377
$9K ﹤0.01%
578
1378
– –
0
1379
$9K ﹤0.01%
344
+97
1380
$9K ﹤0.01%
731
+558
1381
$9K ﹤0.01%
1,731
+970
1382
$9K ﹤0.01%
626
1383
$9K ﹤0.01%
645
+65
1384
$9K ﹤0.01%
+361
1385
$9K ﹤0.01%
96
+43
1386
$9K ﹤0.01%
750
-45
1387
$9K ﹤0.01%
106
-58
1388
$9K ﹤0.01%
2,117
+47
1389
$9K ﹤0.01%
152
1390
$8K ﹤0.01%
540
+122
1391
$8K ﹤0.01%
244
+2
1392
$8K ﹤0.01%
+500
1393
$8K ﹤0.01%
1,000
1394
– –
0
1395
$8K ﹤0.01%
107
+13
1396
$8K ﹤0.01%
166
1397
$8K ﹤0.01%
200
1398
$8K ﹤0.01%
1,036
+36
1399
$8K ﹤0.01%
+576
1400
$8K ﹤0.01%
1,979
+1,060
54 55
56
57 58