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
976
$22K ﹤0.01%
621
+7
977
– –
0
978
$22K ﹤0.01%
284
979
$21K ﹤0.01%
396
-313
980
$21K ﹤0.01%
624
981
$21K ﹤0.01%
595
-69
982
$21K ﹤0.01%
925
-50
983
$21K ﹤0.01%
2,455
+369
984
$21K ﹤0.01%
700
985
$21K ﹤0.01%
3,488
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986
$21K ﹤0.01%
500
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987
$21K ﹤0.01%
315
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988
$21K ﹤0.01%
461
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989
$20K ﹤0.01%
421
+17
990
$20K ﹤0.01%
321
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991
$20K ﹤0.01%
467
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$20K ﹤0.01%
1,729
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993
$20K ﹤0.01%
115
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994
$20K ﹤0.01%
28,300
995
$20K ﹤0.01%
163
-24
996
$20K ﹤0.01%
1,278
+148
997
$20K ﹤0.01%
1,900
998
$20K ﹤0.01%
498
+88
999
$19K ﹤0.01%
405
1000
$19K ﹤0.01%
107
-543
38 39
40
41 42