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
1726
$2K ﹤0.01%
+56
1727
$2K ﹤0.01%
5,000
1728
$2K ﹤0.01%
69
+13
1729
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25
+22
1730
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+41
1731
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720
+235
1732
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40
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1733
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200
1734
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179
1735
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44
+29
1736
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62
-5
1737
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33
+4
1738
$2K ﹤0.01%
163
-1,749
1739
– –
0
1740
$2K ﹤0.01%
37
+9
1741
$2K ﹤0.01%
160
+59
1742
$2K ﹤0.01%
111
+18
1743
$2K ﹤0.01%
44
+30
1744
$2K ﹤0.01%
16
1745
$2K ﹤0.01%
217
+87
1746
$2K ﹤0.01%
217
+55
1747
$2K ﹤0.01%
+150
1748
$2K ﹤0.01%
58
+40
1749
$2K ﹤0.01%
100
1750
$2K ﹤0.01%
59
+45
68 69
70
71 72