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%
6
+2
1802
$1K ﹤0.01%
34
1803
$1K ﹤0.01%
+45
1804
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88
+27
1805
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49
-5
1806
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1807
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12
1808
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+36
1809
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9
-2
1810
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+30
1811
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32
-14
1812
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+70
1813
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12
1814
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16
-1
1815
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21
1816
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+17
1817
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1818
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1819
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10
1820
$1K ﹤0.01%
+23
1821
$1K ﹤0.01%
13
1822
$1K ﹤0.01%
19
-2
1823
$1K ﹤0.01%
29
+16
1824
$1K ﹤0.01%
90
+68
1825
$1K ﹤0.01%
11
-46
71 72
73
74 75