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
2026
$0 ﹤0.01%
13
-49
2027
– –
-13
2028
$0 ﹤0.01%
11
-1
2029
$0 ﹤0.01%
+11
2030
– –
0
2031
$0 ﹤0.01%
8
-3
2032
– –
-906
2033
$0 ﹤0.01%
16
2034
$0 ﹤0.01%
+8
2035
$0 ﹤0.01%
+8
2036
– –
-1,100
2037
$0 ﹤0.01%
8
2038
$0 ﹤0.01%
14
2039
$0 ﹤0.01%
+18
2040
$0 ﹤0.01%
+18
2041
$0 ﹤0.01%
+8
2042
$0 ﹤0.01%
14
2043
$0 ﹤0.01%
17
2044
$0 ﹤0.01%
+60
2045
$0 ﹤0.01%
14
2046
$0 ﹤0.01%
+62
2047
$0 ﹤0.01%
+13
2048
$0 ﹤0.01%
+18
2049
$0 ﹤0.01%
+6
2050
$0 ﹤0.01%
+25
80 81
82
83 84