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
1426
– –
0
1427
$8K ﹤0.01%
129
+20
1428
$8K ﹤0.01%
75
+24
1429
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50
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1430
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132
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1431
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64
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1432
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88
+47
1433
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245
1434
$7K ﹤0.01%
187
+73
1435
$7K ﹤0.01%
143
+116
1436
$7K ﹤0.01%
240
1437
$7K ﹤0.01%
62
+14
1438
$7K ﹤0.01%
1,413
+17
1439
$7K ﹤0.01%
1,580
+560
1440
$7K ﹤0.01%
107
+68
1441
$7K ﹤0.01%
193
+67
1442
$7K ﹤0.01%
324
-38
1443
$7K ﹤0.01%
110
-370
1444
$7K ﹤0.01%
+207
1445
$7K ﹤0.01%
199
+76
1446
$7K ﹤0.01%
170
+5
1447
$7K ﹤0.01%
+215
1448
$7K ﹤0.01%
+355
1449
$7K ﹤0.01%
144
-4
1450
$7K ﹤0.01%
+232
56 57
58
59 60