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
1826
$1K ﹤0.01%
+15
1827
$1K ﹤0.01%
12
-69
1828
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+188
1829
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42
-1,602
1830
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1831
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1832
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8
1833
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8
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1834
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1835
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1836
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6
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1837
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1838
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20
+5
1839
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+14
1840
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+15
1841
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10
+8
1842
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60
-14,742
1843
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1844
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25
1845
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29
-3,981
1846
$1K ﹤0.01%
13
1847
$1K ﹤0.01%
+9
1848
$1K ﹤0.01%
33
+7
1849
$1K ﹤0.01%
79
1850
$1K ﹤0.01%
70
72 73
74
75 76