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
1026
$18K ﹤0.01%
377
-6
1027
$18K ﹤0.01%
647
1028
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163
+137
1029
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268
+1
1030
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350
-650
1031
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700
+78
1032
$18K ﹤0.01%
2,275
+262
1033
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263
1034
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554
+98
1035
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+25
1036
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3,355
+428
1037
$18K ﹤0.01%
504
-71
1038
$18K ﹤0.01%
395
+291
1039
$17K ﹤0.01%
991
+67
1040
$17K ﹤0.01%
263
+61
1041
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715
1042
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647
+9
1043
$17K ﹤0.01%
95
-418
1044
$17K ﹤0.01%
346
+31
1045
$17K ﹤0.01%
678
1046
$17K ﹤0.01%
700
1047
$17K ﹤0.01%
1,675
1048
$17K ﹤0.01%
315
-70
1049
$17K ﹤0.01%
853
-28
1050
$17K ﹤0.01%
180
40 41
42
43 44