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
951
$23K ﹤0.01%
738
952
$23K ﹤0.01%
450
-70
953
$23K ﹤0.01%
2,352
+198
954
$23K ﹤0.01%
416
+20
955
– –
0
956
$23K ﹤0.01%
312
+198
957
$23K ﹤0.01%
455
958
$23K ﹤0.01%
+416
959
$23K ﹤0.01%
1,112
960
$23K ﹤0.01%
458
+78
961
$23K ﹤0.01%
462
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962
$23K ﹤0.01%
550
963
$22K ﹤0.01%
387
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964
$22K ﹤0.01%
2,773
+31
965
$22K ﹤0.01%
580
966
$22K ﹤0.01%
351
967
$22K ﹤0.01%
1,668
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968
$22K ﹤0.01%
1,806
+32
969
$22K ﹤0.01%
471
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970
$22K ﹤0.01%
256
971
$22K ﹤0.01%
1,643
-7
972
$22K ﹤0.01%
1,795
+400
973
$22K ﹤0.01%
578
+122
974
$22K ﹤0.01%
782
+130
975
$22K ﹤0.01%
2,365
37 38
39
40 41