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
1676
$2K ﹤0.01%
44
+29
1677
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62
-5
1678
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33
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1679
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163
-1,749
1680
– –
0
1681
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97
+34
1682
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48
+43
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+84
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40
+19
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93
+67
1686
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47
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133
1688
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40
1689
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+25
1690
– –
0
1691
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+120
1692
$2K ﹤0.01%
43
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1693
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155
+128
1694
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+42
1695
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35
+4
1696
$2K ﹤0.01%
+26
1697
$2K ﹤0.01%
16
+12
1698
$2K ﹤0.01%
5
1699
$2K ﹤0.01%
109
+3
1700
$2K ﹤0.01%
59
66 67
68
69 70