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
901
$27K ﹤0.01%
400
+250
902
$27K ﹤0.01%
594
+35
903
– –
0
904
$27K ﹤0.01%
+195
905
$27K ﹤0.01%
1,248
+249
906
$27K ﹤0.01%
283
-591
907
$27K ﹤0.01%
458
+200
908
$27K ﹤0.01%
763
+80
909
$26K ﹤0.01%
475
910
$26K ﹤0.01%
600
911
$26K ﹤0.01%
2,197
-313
912
$26K ﹤0.01%
324
+112
913
$26K ﹤0.01%
761
+21
914
$26K ﹤0.01%
385
+308
915
$26K ﹤0.01%
400
-95
916
$26K ﹤0.01%
211
+38
917
$26K ﹤0.01%
411
-997
918
$25K ﹤0.01%
1,305
+223
919
$25K ﹤0.01%
814
+70
920
$25K ﹤0.01%
1,908
-271
921
$25K ﹤0.01%
848
+85
922
$25K ﹤0.01%
636
+111
923
$25K ﹤0.01%
1,245
+126
924
$25K ﹤0.01%
+1,058
925
$25K ﹤0.01%
2,744
35 36
37
38 39