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
426
$160K 0.03%
3,613
-86
427
$159K 0.03%
6,636
-473
428
$159K 0.03%
2,374
+843
429
$159K 0.03%
3,871
+320
430
$157K 0.03%
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431
$156K 0.03%
5,213
-1,197
432
$155K 0.03%
9,650
433
$154K 0.03%
1,520
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434
$154K 0.03%
2,739
+1,060
435
$153K 0.03%
3,506
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436
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437
$153K 0.03%
5,151
-1,215
438
$152K 0.03%
3,360
-2,602
439
$152K 0.03%
2,114
440
$150K 0.03%
1,159
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441
$150K 0.03%
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442
$150K 0.03%
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443
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3,372
-60
444
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4,661
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445
$148K 0.02%
11,509
-4
446
$148K 0.02%
7,717
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447
$148K 0.02%
3,175
-548
448
$147K 0.02%
4,966
+2,136
449
$146K 0.02%
2,060
450
$146K 0.02%
2,644
+25
16 17
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