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
1476
$6K ﹤0.01%
118
-75
1477
$6K ﹤0.01%
213
-1,287
1478
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72
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293
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1480
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1481
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121
+14
1482
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73
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1483
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+173
1484
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644
+497
1485
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156
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+525
1487
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+234
1488
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505
+166
1489
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1490
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97
+8
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51
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+127
1494
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300
1495
$6K ﹤0.01%
57
+27
1496
$6K ﹤0.01%
137
+108
1497
$6K ﹤0.01%
198
+96
1498
$6K ﹤0.01%
428
1499
$6K ﹤0.01%
48
+27
1500
$6K ﹤0.01%
135
-60
58 59
60
61 62