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
1651
$3K ﹤0.01%
520
+3
1652
$3K ﹤0.01%
+36
1653
$3K ﹤0.01%
154
1654
$3K ﹤0.01%
21
+13
1655
$3K ﹤0.01%
603
+130
1656
– –
0
1657
$3K ﹤0.01%
158
+24
1658
$3K ﹤0.01%
92
+12
1659
$3K ﹤0.01%
57
+14
1660
$3K ﹤0.01%
78
-4,412
1661
– –
0
1662
$3K ﹤0.01%
+1,272
1663
$3K ﹤0.01%
72
+10
1664
$3K ﹤0.01%
31
+1
1665
$3K ﹤0.01%
176
+96
1666
$3K ﹤0.01%
82
-80
1667
$3K ﹤0.01%
+500
1668
$3K ﹤0.01%
179
-7,025
1669
$2K ﹤0.01%
25
1670
$2K ﹤0.01%
207
1671
– –
0
1672
$2K ﹤0.01%
134
+9
1673
$2K ﹤0.01%
+250
1674
$2K ﹤0.01%
200
1675
$2K ﹤0.01%
179
65 66
67
68 69