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
1201
$10K ﹤0.01%
+500
1202
$10K ﹤0.01%
138
1203
$10K ﹤0.01%
420
-2
1204
$10K ﹤0.01%
289
1205
$10K ﹤0.01%
108
1206
$10K ﹤0.01%
828
-426
1207
$10K ﹤0.01%
164
1208
$10K ﹤0.01%
195
-2
1209
$10K ﹤0.01%
300
-1,300
1210
$10K ﹤0.01%
267
1211
$10K ﹤0.01%
339
+36
1212
$10K ﹤0.01%
1,100
1213
$10K ﹤0.01%
635
1214
$10K ﹤0.01%
335
1215
$10K ﹤0.01%
354
1216
$10K ﹤0.01%
195
+6
1217
$10K ﹤0.01%
177
1218
$10K ﹤0.01%
377
1219
$10K ﹤0.01%
+5,000
1220
$10K ﹤0.01%
230
1221
$9K ﹤0.01%
578
1222
$9K ﹤0.01%
200
1223
$9K ﹤0.01%
200
1224
$9K ﹤0.01%
157
+30
1225
$9K ﹤0.01%
200
+12
47 48
49
50 51