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
526
$105K 0.02%
1,081
-46
527
$104K 0.02%
1,961
-2,146
528
$104K 0.02%
4,445
+812
529
$103K 0.02%
2,095
-77
530
$103K 0.02%
2,236
+51
531
$102K 0.02%
1,358
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532
$101K 0.02%
7,484
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533
$100K 0.02%
1,232
+207
534
$100K 0.02%
2,669
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535
$99K 0.02%
1,090
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536
$99K 0.02%
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537
$98K 0.02%
416
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538
$97K 0.02%
3,083
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539
$97K 0.02%
2,854
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540
$96K 0.02%
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541
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441
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$95K 0.02%
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543
$95K 0.02%
1,934
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544
$94K 0.02%
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545
$94K 0.02%
1,315
546
$93K 0.02%
2,008
+889
547
$93K 0.02%
5,509
+116
548
$92K 0.02%
7,314
+3,333
549
$92K 0.02%
+10,543
550
$91K 0.02%
+2,632
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