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 7.09%
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
2026
$0 ﹤0.01%
2
2027
$0 ﹤0.01%
19
2028
$0 ﹤0.01%
+15
2029
$0 ﹤0.01%
+7
2030
$0 ﹤0.01%
+22
2031
$0 ﹤0.01%
+66
2032
$0 ﹤0.01%
+32
2033
– –
-205
2034
$0 ﹤0.01%
+27
2035
– –
-55
2036
$0 ﹤0.01%
+126
2037
– –
-4,500
2038
– –
-125
2039
$0 ﹤0.01%
33
+17
2040
– –
-18
2041
$0 ﹤0.01%
+11
2042
$0 ﹤0.01%
+5
2043
$0 ﹤0.01%
+34
2044
– –
-400
2045
$0 ﹤0.01%
+15
2046
$0 ﹤0.01%
5
2047
$0 ﹤0.01%
16
2048
– –
-2
2049
$0 ﹤0.01%
+27
2050
$0 ﹤0.01%
5
80 81
82
83 84