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
1201
$10K ﹤0.01%
138
1202
$10K ﹤0.01%
420
-2
1203
$10K ﹤0.01%
289
1204
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108
1205
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828
-426
1206
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164
1207
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195
-2
1208
$10K ﹤0.01%
300
-1,300
1209
$10K ﹤0.01%
267
1210
$10K ﹤0.01%
339
+36
1211
$10K ﹤0.01%
1,100
1212
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635
1213
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335
1214
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354
1215
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195
+6
1216
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177
1217
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377
1218
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+5,000
1219
$10K ﹤0.01%
230
1220
$10K ﹤0.01%
345
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