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
1501
$6K ﹤0.01%
364
1502
$6K ﹤0.01%
+793
1503
$6K ﹤0.01%
89
+21
1504
$6K ﹤0.01%
253
+177
1505
$6K ﹤0.01%
273
-1,609
1506
$6K ﹤0.01%
2
1507
$5K ﹤0.01%
122
1508
$5K ﹤0.01%
363
+112
1509
$5K ﹤0.01%
666
1510
$5K ﹤0.01%
71
+43
1511
– –
0
1512
$5K ﹤0.01%
178
1513
$5K ﹤0.01%
154
+54
1514
$5K ﹤0.01%
824
1515
$5K ﹤0.01%
180
+157
1516
– –
0
1517
$5K ﹤0.01%
+300
1518
$5K ﹤0.01%
72
+18
1519
$5K ﹤0.01%
234
-12
1520
$5K ﹤0.01%
527
+100
1521
$5K ﹤0.01%
804
+604
1522
$5K ﹤0.01%
+340
1523
$5K ﹤0.01%
240
1524
$5K ﹤0.01%
+104
1525
$5K ﹤0.01%
+711
59 60
61
62 63