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
776
– –
0
777
$44K 0.01%
2,498
-610
778
$44K 0.01%
952
+191
779
$44K 0.01%
991
+173
780
$43K 0.01%
603
+65
781
$43K 0.01%
679
+301
782
$42K 0.01%
1,145
783
$42K 0.01%
3,788
+677
784
$42K 0.01%
1,393
-358
785
$42K 0.01%
2,030
+4
786
$42K 0.01%
2,030
+910
787
$41K 0.01%
919
+162
788
$41K 0.01%
831
+322
789
$41K 0.01%
2,202
790
$41K 0.01%
4,665
+1,650
791
$40K 0.01%
866
+92
792
$40K 0.01%
470
-273
793
$40K 0.01%
588
-263
794
$40K 0.01%
357
+207
795
$40K 0.01%
+514
796
$40K 0.01%
2,005
797
$40K 0.01%
2,336
+1,004
798
$40K 0.01%
2,271
+392
799
$40K 0.01%
713
-633
800
$40K 0.01%
275
-48
30 31
32
33 34