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
676
$62K 0.01%
296
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677
$62K 0.01%
845
-137
678
$62K 0.01%
3,619
-1,807
679
$61K 0.01%
+2,290
680
$61K 0.01%
2,446
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681
$61K 0.01%
540
682
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683
$61K 0.01%
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684
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685
$61K 0.01%
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686
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687
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595
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688
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488
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691
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$59K 0.01%
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$59K 0.01%
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$59K 0.01%
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$58K 0.01%
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699
$58K 0.01%
713
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$58K 0.01%
6,766
+253
26 27
28
29 30