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
1751
$2K ﹤0.01%
59
+45
1752
$2K ﹤0.01%
159
1753
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84
-14
1754
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1755
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115
1756
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267
1757
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48
+31
1758
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106
+17
1759
$1K ﹤0.01%
74
+29
1760
$1K ﹤0.01%
+26
1761
$1K ﹤0.01%
65
1762
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+8
1763
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34
1764
$1K ﹤0.01%
21
-20
1765
$1K ﹤0.01%
+388
1766
$1K ﹤0.01%
25
-7
1767
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1768
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16
1769
$1K ﹤0.01%
20
+14
1770
$1K ﹤0.01%
25
-13
1771
$1K ﹤0.01%
32
+19
1772
$1K ﹤0.01%
29
+13
1773
$1K ﹤0.01%
22
+4
1774
$1K ﹤0.01%
+642
1775
$1K ﹤0.01%
32
69 70
71
72 73