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
2026
$0 ﹤0.01%
4
-22
2027
– –
0
2028
$0 ﹤0.01%
+1
2029
$0 ﹤0.01%
+77
2030
$0 ﹤0.01%
6
-2
2031
$0 ﹤0.01%
+22
2032
$0 ﹤0.01%
32
2033
$0 ﹤0.01%
2
2034
$0 ﹤0.01%
19
2035
$0 ﹤0.01%
+15
2036
$0 ﹤0.01%
+7
2037
$0 ﹤0.01%
+22
2038
$0 ﹤0.01%
+66
2039
$0 ﹤0.01%
1
2040
$0 ﹤0.01%
+32
2041
– –
-205
2042
$0 ﹤0.01%
+27
2043
– –
-55
2044
$0 ﹤0.01%
+126
2045
– –
-4,500
2046
– –
-125
2047
$0 ﹤0.01%
33
+17
2048
– –
-18
2049
$0 ﹤0.01%
+11
2050
$0 ﹤0.01%
+5
80 81
82
83 84