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
1051
$17K ﹤0.01%
490
+56
1052
– –
0
1053
$17K ﹤0.01%
570
1054
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641
+81
1055
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868
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1056
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939
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1057
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800
1058
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225
1059
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+440
1060
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+1,700
1061
– –
0
1062
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1,000
1063
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59
1064
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395
1065
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502
+1
1066
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71
1067
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98
1068
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600
1069
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500
1070
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414
1071
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200
1072
$16K ﹤0.01%
611
-63
1073
$16K ﹤0.01%
743
-34
1074
$16K ﹤0.01%
1,096
+20
1075
$16K ﹤0.01%
1,371
+357
41 42
43
44 45