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
1601
– –
0
1602
$4K ﹤0.01%
85
+63
1603
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0
1604
$4K ﹤0.01%
240
+25
1605
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428
+358
1606
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50
1607
$4K ﹤0.01%
422
-27
1608
$3K ﹤0.01%
185
+64
1609
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31
+26
1610
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57
1611
$3K ﹤0.01%
+52
1612
$3K ﹤0.01%
136
1613
$3K ﹤0.01%
84
+7
1614
$3K ﹤0.01%
300
1615
$3K ﹤0.01%
124
+12
1616
$3K ﹤0.01%
157
+101
1617
$3K ﹤0.01%
52
+24
1618
$3K ﹤0.01%
520
+3
1619
$3K ﹤0.01%
+36
1620
– –
0
1621
$3K ﹤0.01%
126
-91
1622
$3K ﹤0.01%
49
1623
$3K ﹤0.01%
122
1624
$3K ﹤0.01%
166
1625
$3K ﹤0.01%
79
63 64
65
66 67