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
1701
$2K ﹤0.01%
35
+4
1702
$2K ﹤0.01%
+26
1703
$2K ﹤0.01%
16
+12
1704
$2K ﹤0.01%
5
1705
$2K ﹤0.01%
109
+3
1706
$2K ﹤0.01%
59
1707
$2K ﹤0.01%
+64
1708
$2K ﹤0.01%
+60
1709
$2K ﹤0.01%
+41
1710
$2K ﹤0.01%
+75
1711
$2K ﹤0.01%
+118
1712
$2K ﹤0.01%
38
+17
1713
$2K ﹤0.01%
44
+15
1714
$2K ﹤0.01%
142
1715
$2K ﹤0.01%
158
+103
1716
$2K ﹤0.01%
19
+14
1717
$2K ﹤0.01%
+55
1718
– –
0
1719
$2K ﹤0.01%
134
+9
1720
$2K ﹤0.01%
+250
1721
$2K ﹤0.01%
+85
1722
$2K ﹤0.01%
+87
1723
$2K ﹤0.01%
+27
1724
$2K ﹤0.01%
231
+70
1725
$2K ﹤0.01%
150
67 68
69
70 71