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
576
$83K 0.01%
605
577
$83K 0.01%
3,021
-24
578
$83K 0.01%
1,210
-38
579
$83K 0.01%
5,850
+60
580
– –
0
581
$82K 0.01%
458
+3
582
$82K 0.01%
2,008
+1,047
583
$81K 0.01%
3,800
584
$81K 0.01%
1,833
+45
585
$81K 0.01%
1,900
-84
586
$81K 0.01%
6,820
587
$81K 0.01%
1,363
-45
588
$81K 0.01%
5,585
-413
589
$80K 0.01%
6,757
-109
590
$80K 0.01%
4,120
+1,846
591
$80K 0.01%
5,820
-3,447
592
$80K 0.01%
1,400
593
$80K 0.01%
658
+282
594
$79K 0.01%
3,213
+1,288
595
$79K 0.01%
1,720
-86
596
$79K 0.01%
2,864
+2,000
597
$79K 0.01%
7,395
+1,165
598
$79K 0.01%
3,424
+22
599
$78K 0.01%
2,771
+632
600
$78K 0.01%
1,361
22 23
24
25 26