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
1126
$13K ﹤0.01%
332
-5
1127
$13K ﹤0.01%
1,785
+381
1128
$13K ﹤0.01%
280
-200
1129
$13K ﹤0.01%
650
-4,538
1130
$13K ﹤0.01%
456
-444
1131
$13K ﹤0.01%
370
-38
1132
$13K ﹤0.01%
534
-73
1133
$13K ﹤0.01%
316
-31
1134
$13K ﹤0.01%
183
-200
1135
$13K ﹤0.01%
243
-14
1136
$13K ﹤0.01%
74
+3
1137
$13K ﹤0.01%
337
+29
1138
$13K ﹤0.01%
37
-17
1139
$13K ﹤0.01%
464
1140
$13K ﹤0.01%
158
+6
1141
$13K ﹤0.01%
1,400
1142
$13K ﹤0.01%
630
-627
1143
$13K ﹤0.01%
1,186
+182
1144
$13K ﹤0.01%
500
1145
$13K ﹤0.01%
+730
1146
$13K ﹤0.01%
16
+3
1147
$13K ﹤0.01%
90
1148
$13K ﹤0.01%
784
1149
$13K ﹤0.01%
566
+29
1150
$13K ﹤0.01%
+579
44 45
46
47 48