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
651
$67K 0.01%
5,795
-1,780
652
$67K 0.01%
583
-41
653
$67K 0.01%
2,600
654
$66K 0.01%
2,245
+138
655
$66K 0.01%
3,100
656
$66K 0.01%
925
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657
$66K 0.01%
1,164
-312
658
$66K 0.01%
1,390
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659
$65K 0.01%
573
660
$65K 0.01%
705
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661
$65K 0.01%
1,643
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662
$65K 0.01%
+1,662
663
$65K 0.01%
3,545
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$65K 0.01%
2,931
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665
$64K 0.01%
1,208
666
$64K 0.01%
1,573
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667
$64K 0.01%
544
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$64K 0.01%
1,156
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+1,865
670
$63K 0.01%
1,320
671
$62K 0.01%
1,033
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672
$62K 0.01%
1,866
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673
$62K 0.01%
1,554
+686
674
$62K 0.01%
606
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675
$62K 0.01%
527
+160
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