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
1426
$8K ﹤0.01%
129
+20
1427
$8K ﹤0.01%
75
+24
1428
$8K ﹤0.01%
50
-100
1429
$8K ﹤0.01%
132
-72
1430
$8K ﹤0.01%
64
-13
1431
$8K ﹤0.01%
88
+47
1432
$8K ﹤0.01%
245
1433
$8K ﹤0.01%
54
+12
1434
$7K ﹤0.01%
143
+116
1435
$7K ﹤0.01%
240
1436
$7K ﹤0.01%
+233
1437
$7K ﹤0.01%
150
1438
$7K ﹤0.01%
+135
1439
$7K ﹤0.01%
187
+73
1440
$7K ﹤0.01%
200
1441
$7K ﹤0.01%
218
1442
$7K ﹤0.01%
11
1443
$7K ﹤0.01%
302
+91
1444
$7K ﹤0.01%
365
+220
1445
$7K ﹤0.01%
139
+20
1446
$7K ﹤0.01%
+171
1447
$7K ﹤0.01%
259
+41
1448
$7K ﹤0.01%
307
+148
1449
$7K ﹤0.01%
100
-544
1450
$7K ﹤0.01%
62
+14
56 57
58
59 60