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
351
$212K 0.04%
5,650
+74
352
$210K 0.04%
2,229
-2,387
353
$210K 0.04%
5,912
+856
354
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-6
355
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4,128
-1,254
356
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2,151
-1,058
357
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879
-17
358
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-289
359
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360
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361
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3,908
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362
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364
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4,558
365
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366
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367
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368
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369
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370
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371
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372
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+3,475
373
$193K 0.03%
1,546
-88
374
$192K 0.03%
4,855
-29
375
$190K 0.03%
21,367
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16 17