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
876
$29K ﹤0.01%
893
+53
877
$29K ﹤0.01%
2,179
+708
878
$29K ﹤0.01%
1,000
879
$29K ﹤0.01%
2,623
+44
880
$29K ﹤0.01%
892
+68
881
$29K ﹤0.01%
1,074
+188
882
$29K ﹤0.01%
764
+130
883
$29K ﹤0.01%
1,859
+830
884
$29K ﹤0.01%
392
-89
885
$28K ﹤0.01%
800
-250
886
– –
0
887
$28K ﹤0.01%
1,555
888
$28K ﹤0.01%
2,081
889
$28K ﹤0.01%
274
+13
890
$28K ﹤0.01%
1,552
891
$28K ﹤0.01%
662
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892
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719
-31
893
$28K ﹤0.01%
373
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894
$27K ﹤0.01%
283
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895
– –
0
896
$27K ﹤0.01%
680
-15
897
$27K ﹤0.01%
1,644
898
$27K ﹤0.01%
306
+53
899
$27K ﹤0.01%
633
900
$27K ﹤0.01%
364
34 35
36
37 38