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 7.1%
3 Technology 6.67%
4 Industrials 5.78%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.21%
20,760
+822
77
$1.28M 0.21%
37,354
+3,528
78
$1.25M 0.21%
32,246
+16
79
$1.23M 0.21%
42,324
-2,040
80
$1.23M 0.21%
8,717
+171
81
$1.2M 0.2%
36,492
-1,319
82
$1.2M 0.2%
20,948
-747
83
$1.18M 0.2%
48,360
-462
84
$1.16M 0.19%
12,635
-1,242
85
$1.15M 0.19%
13,009
+2,899
86
$1.14M 0.19%
11,571
+126
87
$1.13M 0.19%
17,608
-2,942
88
$1.09M 0.18%
13,249
+30
89
$1.07M 0.18%
32,870
+346
90
$1.06M 0.18%
26,271
-136
91
$1.05M 0.17%
8,282
+3,030
92
$1.02M 0.17%
10,059
+369
93
$1.01M 0.17%
8,458
+766
94
$1M 0.17%
21,231
-420
95
$999K 0.17%
6,580
+277
96
$966K 0.16%
12,221
+2,496
97
$950K 0.16%
4,110
+1,249
98
$915K 0.15%
14,172
-380
99
$900K 0.15%
12,625
-1,303
100
$890K 0.15%
7,507
-93
2 3
4
5 6