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
1726
$2K ﹤0.01%
+83
1727
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48
1728
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40
1729
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15
+11
1730
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25
+7
1731
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+194
1732
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128
+61
1733
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+57
1734
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+56
1735
$2K ﹤0.01%
5,000
1736
$2K ﹤0.01%
69
+13
1737
$2K ﹤0.01%
25
+22
1738
$2K ﹤0.01%
+41
1739
$2K ﹤0.01%
720
+235
1740
$2K ﹤0.01%
40
-152
1741
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200
1742
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179
1743
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44
+29
1744
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62
-5
1745
$2K ﹤0.01%
33
+4
1746
$2K ﹤0.01%
163
-1,749
1747
– –
0
1748
$2K ﹤0.01%
207
1749
$2K ﹤0.01%
37
+9
1750
$2K ﹤0.01%
16
68 69
70
71 72