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
1651
$3K ﹤0.01%
72
1652
$3K ﹤0.01%
600
1653
$3K ﹤0.01%
192
+40
1654
$3K ﹤0.01%
154
1655
$3K ﹤0.01%
21
+13
1656
$3K ﹤0.01%
603
+130
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%
31
1670
$2K ﹤0.01%
40
-68
1671
$2K ﹤0.01%
160
+59
1672
$2K ﹤0.01%
111
+18
1673
$2K ﹤0.01%
44
+30
1674
$2K ﹤0.01%
217
+87
1675
$2K ﹤0.01%
217
+55
65 66
67
68 69