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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
1551
– –
0
1552
$4K ﹤0.01%
+113
1553
$4K ﹤0.01%
+560
1554
$4K ﹤0.01%
86
+1
1555
$4K ﹤0.01%
100
-40
1556
$4K ﹤0.01%
229
+54
1557
$4K ﹤0.01%
100
1558
$4K ﹤0.01%
343
+52
1559
– –
0
1560
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0
1561
$4K ﹤0.01%
268
1562
$4K ﹤0.01%
87
+15
1563
$4K ﹤0.01%
959
+253
1564
$4K ﹤0.01%
71
1565
$4K ﹤0.01%
194
+123
1566
$4K ﹤0.01%
+762
1567
$4K ﹤0.01%
100
1568
$4K ﹤0.01%
+119
1569
$4K ﹤0.01%
77
+21
1570
– –
0
1571
$4K ﹤0.01%
381
1572
$4K ﹤0.01%
100
-100
1573
$4K ﹤0.01%
210
+127
1574
$4K ﹤0.01%
45
+27
1575
$4K ﹤0.01%
180
+18
61 62
63
64 65