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