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
926
$25K ﹤0.01%
497
927
$25K ﹤0.01%
+1,000
928
$25K ﹤0.01%
+1,115
929
$25K ﹤0.01%
3,935
-847
930
$25K ﹤0.01%
+1,000
931
$25K ﹤0.01%
810
932
$25K ﹤0.01%
2,741
-366
933
– –
0
934
$24K ﹤0.01%
652
935
$24K ﹤0.01%
477
+58
936
$24K ﹤0.01%
372
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937
$24K ﹤0.01%
936
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938
$24K ﹤0.01%
849
-2,193
939
$24K ﹤0.01%
660
-200
940
$24K ﹤0.01%
574
+1
941
$24K ﹤0.01%
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942
$24K ﹤0.01%
1,759
943
$24K ﹤0.01%
984
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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