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
1101
$15K ﹤0.01%
719
+419
1102
$15K ﹤0.01%
576
+96
1103
$14K ﹤0.01%
1,000
1104
$14K ﹤0.01%
547
1105
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702
1106
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79
-7
1107
– –
0
1108
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213
+37
1109
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111
-143
1110
$14K ﹤0.01%
185
+4
1111
$14K ﹤0.01%
195
1112
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117
-505
1113
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1,141
+193
1114
$14K ﹤0.01%
582
-24
1115
$14K ﹤0.01%
333
+39
1116
$14K ﹤0.01%
273
+66
1117
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140
-45
1118
$14K ﹤0.01%
515
-229
1119
$14K ﹤0.01%
304
1120
$14K ﹤0.01%
377
+56
1121
$14K ﹤0.01%
559
1122
$14K ﹤0.01%
320
-70
1123
$14K ﹤0.01%
866
+316
1124
$14K ﹤0.01%
115
1125
$14K ﹤0.01%
430
+10
43 44
45
46 47