WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$5.91M
2
+$3.19M
3
+$2.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.15M

Top Sells

1
+$1.79M
2
+$1.03M
3
+$651K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$501K
5
MKL icon
Markel Group
MKL
+$493K

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%
932
+162
829
$33K 0.01%
549
+7
830
$33K 0.01%
1,277
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831
$33K 0.01%
591
832
$33K 0.01%
1,685
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833
$33K 0.01%
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834
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1,513
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835
$33K 0.01%
2,619
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836
$33K 0.01%
734
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837
$33K 0.01%
769
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838
$33K 0.01%
1,500
839
– –
0
840
$32K 0.01%
484
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841
$32K 0.01%
1,545
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842
$32K 0.01%
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$32K 0.01%
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$32K 0.01%
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845
$32K 0.01%
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$32K 0.01%
956
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847
$32K 0.01%
550
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848
$32K 0.01%
1,321
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849
$32K 0.01%
609
+133
850
$32K 0.01%
1,299
-21
32 33
34
35 36