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
1701
$2K ﹤0.01%
19
+14
1702
$2K ﹤0.01%
+55
1703
$2K ﹤0.01%
207
1704
– –
0
1705
$2K ﹤0.01%
134
+9
1706
$2K ﹤0.01%
+250
1707
– –
0
1708
$2K ﹤0.01%
83
1709
$2K ﹤0.01%
+15
1710
$2K ﹤0.01%
+48
1711
$2K ﹤0.01%
+100
1712
$2K ﹤0.01%
+85
1713
$2K ﹤0.01%
+87
1714
$2K ﹤0.01%
+27
1715
$2K ﹤0.01%
231
+70
1716
$2K ﹤0.01%
150
1717
$2K ﹤0.01%
+83
1718
$2K ﹤0.01%
48
1719
$2K ﹤0.01%
40
1720
$2K ﹤0.01%
15
+11
1721
$2K ﹤0.01%
25
+7
1722
$2K ﹤0.01%
+194
1723
$2K ﹤0.01%
40
-68
1724
$2K ﹤0.01%
128
+61
1725
$2K ﹤0.01%
+57
67 68
69
70 71