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
1876
$1K ﹤0.01%
+16
1877
$1K ﹤0.01%
24
1878
$1K ﹤0.01%
100
1879
$1K ﹤0.01%
+22
1880
$1K ﹤0.01%
31
1881
$1K ﹤0.01%
+27
1882
$1K ﹤0.01%
36
+6
1883
$1K ﹤0.01%
+17
1884
$1K ﹤0.01%
35
+8
1885
$1K ﹤0.01%
54
-13
1886
$1K ﹤0.01%
315
+208
1887
$1K ﹤0.01%
13
1888
$1K ﹤0.01%
8
1889
– –
0
1890
$1K ﹤0.01%
21
+18
1891
$1K ﹤0.01%
+6
1892
$1K ﹤0.01%
36
1893
$1K ﹤0.01%
+47
1894
$1K ﹤0.01%
36
+15
1895
$1K ﹤0.01%
+27
1896
$1K ﹤0.01%
200
1897
– –
0
1898
– –
0
1899
$1K ﹤0.01%
47
+15
1900
$1K ﹤0.01%
2
74 75
76
77 78