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
176
$517K 0.07%
+7,514
177
$515K 0.07%
6,123
-458
178
$514K 0.07%
+13,003
179
$510K 0.07%
10,230
-6,535
180
$508K 0.07%
4,283
+786
181
$506K 0.07%
8,454
-13
182
$506K 0.07%
23,275
+11,063
183
$506K 0.07%
2,905
-569
184
$499K 0.07%
3,769
-353
185
$498K 0.07%
3,009
-169
186
$498K 0.07%
5,109
+1,337
187
$497K 0.07%
3,792
-1,001
188
$495K 0.07%
6,636
+34
189
$490K 0.07%
22,360
-9,680
190
$484K 0.07%
32,545
-1,495
191
$482K 0.07%
4,202
192
$481K 0.07%
4,551
+2,587
193
$481K 0.07%
5,928
+1,949
194
$480K 0.07%
19,565
+3,094
195
$476K 0.07%
16,070
196
$475K 0.07%
7,884
-52
197
$470K 0.07%
+11,802
198
$458K 0.07%
5,900
-20
199
$457K 0.07%
7,247
-431
200
$453K 0.06%
22,366
+550
6 7
8
9 10