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 7.1%
3 Technology 6.67%
4 Industrials 5.78%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.31%
19,728
+759
52
$1.84M 0.31%
17,588
+692
53
$1.83M 0.3%
33,662
-2,068
54
$1.78M 0.3%
34,323
-9,366
55
$1.75M 0.29%
19,917
+303
56
$1.74M 0.29%
340,950
+4,091
57
$1.73M 0.29%
64,322
+422
58
$1.73M 0.29%
49,080
-1,360
59
$1.72M 0.29%
20,603
+3,464
60
$1.7M 0.28%
52,032
+15,072
61
$1.67M 0.28%
58,196
+276
62
$1.63M 0.27%
21,956
+151
63
$1.62M 0.27%
12,680
-153
64
$1.59M 0.26%
10,120
-352
65
$1.56M 0.26%
14,065
-332
66
$1.52M 0.25%
11,095
+334
67
$1.41M 0.24%
13,968
-10,158
68
$1.4M 0.23%
20,322
+314
69
$1.37M 0.23%
41,237
-1,882
70
$1.36M 0.23%
10,991
+2,262
71
$1.35M 0.23%
19,935
-169
72
$1.34M 0.22%
11,709
-399
73
$1.33M 0.22%
37,300
+7,360
74
$1.32M 0.22%
11,012
-1,625
75
$1.31M 0.22%
32,023
-538
1 2
3
4 5