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
$600M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$3.22M
3
+$2.07M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.14M

Top Sells

1
+$1.89M
2
+$1.03M
3
+$660K
4
MKL icon
Markel Group
MKL
+$504K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$486K

Sector Composition

1 Healthcare 7.39%
2 Financials 7.11%
3 Technology 6.67%
4 Industrials 5.79%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$341K 0.06%
6,390
-1,662
227
$338K 0.06%
11,688
+2,631
228
$337K 0.06%
3,393
+11
229
$336K 0.06%
21,705
+5,395
230
$335K 0.06%
5,904
-1,953
231
$335K 0.06%
272
-2
232
$333K 0.06%
11,920
+303
233
$329K 0.05%
10,800
234
$329K 0.05%
17,520
+3,060
235
$328K 0.05%
3,826
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236
$326K 0.05%
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-39
237
$324K 0.05%
1,946
-28
238
$322K 0.05%
4,591
+41
239
$322K 0.05%
3,091
-132
240
$321K 0.05%
7,816
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241
$317K 0.05%
13,218
242
$314K 0.05%
10,943
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243
$313K 0.05%
16,428
244
$311K 0.05%
12,204
+4,454
245
$309K 0.05%
6,068
-1,008
246
$308K 0.05%
7,846
+955
247
$306K 0.05%
4,760
-566
248
$305K 0.05%
3,077
+531
249
$304K 0.05%
7,614
+1
250
$302K 0.05%
7,040
-388
8 9
10
11 12