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
1801
$1K ﹤0.01%
+187
1802
$1K ﹤0.01%
+16
1803
$1K ﹤0.01%
49
-5
1804
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74
+29
1805
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+26
1806
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+8
1807
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65
1808
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34
1809
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21
-20
1810
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+388
1811
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25
-7
1812
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+19
1813
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1814
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20
+14
1815
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1816
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+25
1817
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4
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+12
1819
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1820
$1K ﹤0.01%
+80
1821
$1K ﹤0.01%
70
+48
1822
$1K ﹤0.01%
15
1823
$1K ﹤0.01%
+37
1824
$1K ﹤0.01%
16
-5
1825
$1K ﹤0.01%
63
+26
71 72
73
74 75