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
451
$146K 0.02%
7,118
452
$145K 0.02%
2,237
-173
453
$145K 0.02%
6,071
-90
454
$144K 0.02%
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+88
455
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2,704
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456
$143K 0.02%
1,677
457
$143K 0.02%
1,408
458
$141K 0.02%
4,131
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459
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-464
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461
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3,726
-1,381
462
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463
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464
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10,023
-4,680
465
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466
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471
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472
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$131K 0.02%
3,998
+221
474
$130K 0.02%
104
-34
475
$130K 0.02%
1,111
+465
17 18
19
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