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
276
$276K 0.05%
30,345
+2,891
277
$276K 0.05%
15,120
-195
278
$273K 0.05%
3,901
+14
279
$271K 0.05%
3,656
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280
$270K 0.05%
11,750
-108
281
$270K 0.05%
14,679
-275
282
$268K 0.04%
4,213
-1,045
283
$268K 0.04%
9,637
-502
284
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2,085
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285
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2,851
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286
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2,580
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287
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3,105
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288
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8,593
-21
289
$262K 0.04%
675
-158
290
$262K 0.04%
6,292
-1,462
291
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3,127
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292
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6,488
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293
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1,519
-1,184
294
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5,819
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295
$258K 0.04%
1,865
296
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10,068
+2,408
297
$256K 0.04%
10,922
+228
298
$256K 0.04%
15,561
+958
299
$254K 0.04%
6,244
+452
300
$253K 0.04%
15,600
+274
10 11
12
13 14