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
501
$117K 0.02%
1,574
-219
502
$116K 0.02%
825
-19
503
$116K 0.02%
2,465
+119
504
$114K 0.02%
5,587
-580
505
$114K 0.02%
1,805
+748
506
$114K 0.02%
3,557
+3,276
507
$113K 0.02%
3,755
+1,049
508
$113K 0.02%
2,602
+10
509
$112K 0.02%
5,140
+780
510
$112K 0.02%
4,600
511
$111K 0.02%
3,082
-308
512
$111K 0.02%
3,250
+750
513
$110K 0.02%
2,843
+972
514
$109K 0.02%
4,082
+1,090
515
$109K 0.02%
4,040
+7
516
$109K 0.02%
1,508
-1,029
517
$108K 0.02%
1,111
-1,273
518
$107K 0.02%
1,154
+1,091
519
$107K 0.02%
9,650
-1,757
520
$106K 0.02%
1,336
+352
521
$106K 0.02%
2,825
+74
522
$106K 0.02%
4,126
+1,756
523
$106K 0.02%
2,388
-192
524
$105K 0.02%
1,646
+1
525
$105K 0.02%
3,010
+74
19 20
21
22 23