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
1801
$1K ﹤0.01%
+7
1802
$1K ﹤0.01%
11
1803
$1K ﹤0.01%
+25
1804
$1K ﹤0.01%
4
1805
$1K ﹤0.01%
63
+26
1806
$1K ﹤0.01%
+143
1807
$1K ﹤0.01%
69
-200
1808
– –
0
1809
$1K ﹤0.01%
6
+2
1810
$1K ﹤0.01%
34
1811
$1K ﹤0.01%
+45
1812
$1K ﹤0.01%
88
+27
1813
$1K ﹤0.01%
17
1814
$1K ﹤0.01%
12
1815
$1K ﹤0.01%
+36
1816
$1K ﹤0.01%
9
-2
1817
$1K ﹤0.01%
+30
1818
$1K ﹤0.01%
32
-14
1819
$1K ﹤0.01%
+70
1820
$1K ﹤0.01%
12
1821
$1K ﹤0.01%
16
-1
1822
$1K ﹤0.01%
21
1823
$1K ﹤0.01%
11
1824
$1K ﹤0.01%
10
1825
$1K ﹤0.01%
13
71 72
73
74 75