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
1001
$19K ﹤0.01%
321
-6
1002
$19K ﹤0.01%
749
+128
1003
$19K ﹤0.01%
632
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1004
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575
+32
1005
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480
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1006
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220
1007
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383
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1008
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547
1009
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1010
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1,314
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1011
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1012
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1,277
-21
1013
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465
+253
1014
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138
1015
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644
-85
1016
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322
+86
1017
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572
+148
1018
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260
-260
1019
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465
1020
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205
-227
1021
$19K ﹤0.01%
538
+64
1022
$18K ﹤0.01%
1,448
+119
1023
$18K ﹤0.01%
212
-90
1024
$18K ﹤0.01%
317
+17
1025
$18K ﹤0.01%
796
-10
39 40
41
42 43