WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$5.91M
2
+$3.19M
3
+$2.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.15M

Top Sells

1
+$1.79M
2
+$1.03M
3
+$651K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$501K
5
MKL icon
Markel Group
MKL
+$493K

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
1151
$12K ﹤0.01%
215
1152
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150
1153
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176
-593
1154
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342
+308
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1156
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1157
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142
1158
– –
0
1159
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530
+210
1160
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+1,175
1161
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450
1162
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406
+4
1163
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3,966
+52
1164
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393
+27
1165
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379
+351
1166
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+29
1167
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500
1168
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110
+36
1169
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141
+37
1170
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478
-117
1171
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205
+30
1172
$12K ﹤0.01%
948
+81
1173
$12K ﹤0.01%
+1,282
1174
$12K ﹤0.01%
250
1175
$12K ﹤0.01%
857
45 46
47
48 49