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
551
$89K 0.01%
1,743
+772
552
$89K 0.01%
1,338
+480
553
$89K 0.01%
2,004
+22
554
$89K 0.01%
759
+11
555
$88K 0.01%
969
-30
556
$88K 0.01%
355
+7
557
$88K 0.01%
820
-845
558
$87K 0.01%
+3,078
559
$87K 0.01%
1,920
+188
560
$87K 0.01%
1,736
-208
561
$87K 0.01%
6,148
562
$87K 0.01%
416
-17
563
$87K 0.01%
1,856
-153
564
$86K 0.01%
1,354
565
$86K 0.01%
970
+29
566
$86K 0.01%
3,080
+1,680
567
$85K 0.01%
1,053
-192
568
$85K 0.01%
5,031
+1,437
569
$85K 0.01%
2,376
+36
570
$85K 0.01%
+9,525
571
$84K 0.01%
3,540
572
$84K 0.01%
1,714
+711
573
$84K 0.01%
4,876
+1,822
574
$83K 0.01%
729
+154
575
$83K 0.01%
1,058
+602
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