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
1526
$5K ﹤0.01%
+86
1527
$5K ﹤0.01%
89
+79
1528
– –
0
1529
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+319
1530
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300
1531
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151
+44
1532
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104
1533
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148
+32
1534
$5K ﹤0.01%
87
+78
1535
$5K ﹤0.01%
+1,160
1536
$5K ﹤0.01%
+227
1537
$5K ﹤0.01%
315
1538
$5K ﹤0.01%
420
+296
1539
$5K ﹤0.01%
6
1540
$5K ﹤0.01%
+316
1541
$5K ﹤0.01%
55
+14
1542
$5K ﹤0.01%
+1,864
1543
$5K ﹤0.01%
179
+1
1544
$5K ﹤0.01%
61
-2,485
1545
$5K ﹤0.01%
279
-10
1546
$5K ﹤0.01%
91
+45
1547
$5K ﹤0.01%
126
-2,591
1548
– –
0
1549
$4K ﹤0.01%
133
1550
$4K ﹤0.01%
50
60 61
62
63 64