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
476
$130K 0.02%
5,125
-1,587
477
$130K 0.02%
4,210
+4,185
478
$129K 0.02%
2,331
-31
479
$129K 0.02%
2,292
+37
480
$129K 0.02%
3,711
+775
481
$128K 0.02%
6,854
+2,646
482
$128K 0.02%
1,746
+909
483
$127K 0.02%
2,200
-154
484
$127K 0.02%
1,490
485
$126K 0.02%
2,869
+397
486
$125K 0.02%
1,081
-252
487
$124K 0.02%
3,559
+2,706
488
$124K 0.02%
1,840
+30
489
$124K 0.02%
3,905
+3
490
$124K 0.02%
2,434
+1,009
491
$124K 0.02%
3,931
+23
492
$123K 0.02%
3,740
-250
493
$123K 0.02%
742
+11
494
$122K 0.02%
5,309
+932
495
$121K 0.02%
6,857
+184
496
$121K 0.02%
5,273
+318
497
$120K 0.02%
3,609
+544
498
$120K 0.02%
718
-29
499
$119K 0.02%
3,500
+1,000
500
$119K 0.02%
1,854
-78
18 19
20
21 22