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
401
$176K 0.03%
831
+98
402
$175K 0.03%
2,625
-70
403
$174K 0.03%
4,242
+192
404
$173K 0.03%
1,049
+184
405
$172K 0.03%
3,125
+2,525
406
$171K 0.03%
3,247
+886
407
$169K 0.03%
3,161
-405
408
$169K 0.03%
1,410
+378
409
$169K 0.03%
4,229
+55
410
$168K 0.03%
2,117
+29
411
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10,980
+1,950
412
$168K 0.03%
5,362
+192
413
$167K 0.03%
3,515
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414
$167K 0.03%
22,500
+20,000
415
$165K 0.03%
3,541
-586
416
$164K 0.03%
8,215
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417
$164K 0.03%
2,487
-1,030
418
$163K 0.03%
4,289
+1,102
419
$163K 0.03%
3,431
+837
420
$162K 0.03%
11,400
+1,594
421
$162K 0.03%
7,450
-486
422
$162K 0.03%
1,304
+33
423
$162K 0.03%
7,427
+1,220
424
$161K 0.03%
8,400
425
$160K 0.03%
11,180
-276
15 16
17
18 19