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
1901
$1K ﹤0.01%
25
+16
1902
$1K ﹤0.01%
33
1903
$1K ﹤0.01%
+187
1904
$1K ﹤0.01%
+16
1905
$1K ﹤0.01%
49
-5
1906
– –
0
1907
$0 ﹤0.01%
5
1908
$0 ﹤0.01%
+21
1909
– –
-25
1910
$0 ﹤0.01%
4
-333
1911
$0 ﹤0.01%
+7
1912
$0 ﹤0.01%
5
1913
$0 ﹤0.01%
+2
1914
$0 ﹤0.01%
8
1915
$0 ﹤0.01%
+22
1916
– –
-2,081
1917
$0 ﹤0.01%
34
-110
1918
$0 ﹤0.01%
+66
1919
– –
-25
1920
$0 ﹤0.01%
+8
1921
– –
-50
1922
$0 ﹤0.01%
+9
1923
– –
-25
1924
– –
-86
1925
$0 ﹤0.01%
14
-12
75 76
77
78 79