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
926
$25K ﹤0.01%
636
+111
927
$25K ﹤0.01%
1,245
+126
928
$25K ﹤0.01%
+1,058
929
$25K ﹤0.01%
2,744
930
$25K ﹤0.01%
497
931
$25K ﹤0.01%
+1,000
932
$25K ﹤0.01%
+1,115
933
$25K ﹤0.01%
3,935
-847
934
$24K ﹤0.01%
652
935
$24K ﹤0.01%
477
+58
936
$24K ﹤0.01%
372
+64
937
$24K ﹤0.01%
936
+105
938
$24K ﹤0.01%
849
-2,193
939
$24K ﹤0.01%
660
-200
940
$24K ﹤0.01%
574
+1
941
$24K ﹤0.01%
1,325
-371
942
$24K ﹤0.01%
1,841
943
$24K ﹤0.01%
984
+61
944
$24K ﹤0.01%
679
+178
945
$24K ﹤0.01%
29
946
$24K ﹤0.01%
537
+132
947
$24K ﹤0.01%
400
948
$24K ﹤0.01%
+220
949
$24K ﹤0.01%
736
+60
950
$23K ﹤0.01%
821
+420
36 37
38
39 40