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
1626
$3K ﹤0.01%
60
1627
$3K ﹤0.01%
115
+109
1628
$3K ﹤0.01%
50
1629
$3K ﹤0.01%
+18
1630
$3K ﹤0.01%
+62
1631
$3K ﹤0.01%
129
1632
$3K ﹤0.01%
183
+99
1633
$3K ﹤0.01%
99
+7
1634
$3K ﹤0.01%
+51
1635
$3K ﹤0.01%
42
+37
1636
$3K ﹤0.01%
57
1637
$3K ﹤0.01%
220
1638
$3K ﹤0.01%
200
-6
1639
$3K ﹤0.01%
41
1640
$3K ﹤0.01%
149
-986
1641
$3K ﹤0.01%
90
1642
$3K ﹤0.01%
+69
1643
$3K ﹤0.01%
1
1644
$3K ﹤0.01%
100
1645
$3K ﹤0.01%
190
1646
$3K ﹤0.01%
109
-10
1647
$3K ﹤0.01%
107
1648
$3K ﹤0.01%
+57
1649
$3K ﹤0.01%
70
+45
1650
$3K ﹤0.01%
222
+40
64 65
66
67 68