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
251
$300K 0.05%
15,105
-170
252
$299K 0.05%
5,222
-161
253
$299K 0.05%
21,816
254
$299K 0.05%
4,779
-564
255
$298K 0.05%
7,894
-3
256
$296K 0.05%
10,442
-1,189
257
$296K 0.05%
4,102
+295
258
$295K 0.05%
3,714
-125
259
$295K 0.05%
3,873
+227
260
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6,145
-116
261
$290K 0.05%
6,034
-54
262
$288K 0.05%
4,162
+60
263
$288K 0.05%
1,519
+18
264
$286K 0.05%
11,670
+5,959
265
$285K 0.05%
3,703
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266
$285K 0.05%
1,046
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267
$284K 0.05%
7,967
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268
$283K 0.05%
13,824
+2,118
269
$283K 0.05%
4,557
-29
270
$282K 0.05%
3,711
271
$281K 0.05%
10,622
+165
272
$281K 0.05%
4,705
+186
273
$281K 0.05%
2,979
+390
274
$280K 0.05%
3,406
-29
275
$277K 0.05%
9,959
9 10
11
12 13