We are live on ! Find out more
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
2101
$0 ﹤0.01%
5
2102
$0 ﹤0.01%
+2
2103
$0 ﹤0.01%
8
2104
$0 ﹤0.01%
+22
2105
– –
-2,081
2106
$0 ﹤0.01%
34
-110
2107
$0 ﹤0.01%
+18
2108
$0 ﹤0.01%
+6
2109
$0 ﹤0.01%
+25
2110
– –
-1,079,200
2111
$0 ﹤0.01%
3
2112
– –
-30
2113
$0 ﹤0.01%
5
-732
2114
– –
-756
2115
$0 ﹤0.01%
+66
2116
$0 ﹤0.01%
+16
2117
– –
-1,572
2118
$0 ﹤0.01%
13
-49
2119
– –
-13
2120
$0 ﹤0.01%
12
2121
$0 ﹤0.01%
+11
2122
$0 ﹤0.01%
+8
2123
$0 ﹤0.01%
+18
2124
– –
-25
2125
$0 ﹤0.01%
+8
82 83 84
85
86