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
1451
$7K ﹤0.01%
1,413
+17
1452
$7K ﹤0.01%
1,580
+560
1453
$7K ﹤0.01%
107
+68
1454
$7K ﹤0.01%
193
+67
1455
$7K ﹤0.01%
324
-38
1456
$7K ﹤0.01%
110
-370
1457
$7K ﹤0.01%
403
-65
1458
$7K ﹤0.01%
124
1459
$7K ﹤0.01%
423
-42
1460
$7K ﹤0.01%
+276
1461
$7K ﹤0.01%
+207
1462
$7K ﹤0.01%
199
+76
1463
$7K ﹤0.01%
170
+5
1464
$7K ﹤0.01%
+215
1465
$7K ﹤0.01%
+355
1466
$7K ﹤0.01%
144
-4
1467
$7K ﹤0.01%
+232
1468
$7K ﹤0.01%
336
1469
$7K ﹤0.01%
98
+96
1470
$7K ﹤0.01%
206
+140
1471
$7K ﹤0.01%
764
+466
1472
$7K ﹤0.01%
1,000
1473
$7K ﹤0.01%
353
1474
$6K ﹤0.01%
73
+38
1475
$6K ﹤0.01%
213
-1,287
57 58
59
60 61