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
1926
$0 ﹤0.01%
+8
1927
$0 ﹤0.01%
13
1928
$0 ﹤0.01%
14
1929
$0 ﹤0.01%
12
1930
$0 ﹤0.01%
12
-5
1931
$0 ﹤0.01%
+11
1932
– –
-1,000
1933
$0 ﹤0.01%
60
+42
1934
– –
-500
1935
$0 ﹤0.01%
6
1936
– –
-10
1937
– –
-47
1938
$0 ﹤0.01%
+3
1939
$0 ﹤0.01%
+16
1940
$0 ﹤0.01%
10
1941
$0 ﹤0.01%
12
1942
$0 ﹤0.01%
7
1943
$0 ﹤0.01%
+15
1944
$0 ﹤0.01%
+3
1945
$0 ﹤0.01%
10
1946
– –
0
1947
– –
-100
1948
$0 ﹤0.01%
+5
1949
$0 ﹤0.01%
+11
1950
– –
-400
76 77
78
79 80