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
376
$190K 0.03%
5,180
+4,400
377
$190K 0.03%
2,245
+985
378
– –
0
379
$190K 0.03%
3,665
+125
380
$189K 0.03%
2,914
+44
381
$189K 0.03%
6,942
-81
382
$187K 0.03%
2,065
+599
383
$187K 0.03%
5,345
384
$187K 0.03%
3,005
+92
385
$186K 0.03%
11,329
386
$186K 0.03%
10,372
+365
387
$185K 0.03%
11,136
+1,920
388
$185K 0.03%
6,420
-291
389
$183K 0.03%
7,448
-3,076
390
$182K 0.03%
3,930
+137
391
$181K 0.03%
4,750
-164
392
$181K 0.03%
3,500
393
$180K 0.03%
3,625
+1,672
394
$180K 0.03%
2,546
395
$179K 0.03%
2,331
+22
396
$178K 0.03%
22,050
-400
397
$178K 0.03%
698
-3
398
$178K 0.03%
7,050
-118
399
$178K 0.03%
2,055
+400
400
$177K 0.03%
1,970
+46
14 15
16
17 18