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
826
$34K 0.01%
890
+155
827
$34K 0.01%
+1,609
828
$33K 0.01%
591
829
$33K 0.01%
932
+162
830
$33K 0.01%
549
+7
831
$33K 0.01%
1,685
+1,000
832
$33K 0.01%
+367
833
$33K 0.01%
1,513
+745
834
$33K 0.01%
2,619
+937
835
$33K 0.01%
1,277
+368
836
$33K 0.01%
734
+14
837
$33K 0.01%
769
+599
838
$33K 0.01%
1,500
839
$32K 0.01%
484
-752
840
– –
0
841
$32K 0.01%
1,545
+510
842
$32K 0.01%
2,045
+23
843
$32K 0.01%
+1,316
844
$32K 0.01%
3,760
845
$32K 0.01%
271
-2
846
$32K 0.01%
956
+155
847
$32K 0.01%
550
-200
848
$32K 0.01%
1,321
+230
849
$32K 0.01%
609
+133
850
$32K 0.01%
1,299
-21
32 33
34
35 36