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
2001
$0 ﹤0.01%
38
2002
$0 ﹤0.01%
+16
2003
– –
0
2004
$0 ﹤0.01%
+20
2005
– –
-6,329
2006
– –
-278
2007
– –
0
2008
– –
-210
2009
$0 ﹤0.01%
+6
2010
$0 ﹤0.01%
+13
2011
– –
0
2012
$0 ﹤0.01%
4
2013
$0 ﹤0.01%
1
2014
– –
-612
2015
$0 ﹤0.01%
20
2016
$0 ﹤0.01%
+70
2017
$0 ﹤0.01%
+6
2018
$0 ﹤0.01%
51
2019
– –
0
2020
– –
-123
2021
$0 ﹤0.01%
+2
2022
$0 ﹤0.01%
20
2023
$0 ﹤0.01%
+5
2024
$0 ﹤0.01%
+16
2025
– –
-1,572
79 80
81
82 83