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 7.1%
3 Technology 6.67%
4 Industrials 5.78%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$885K 0.15%
66,719
+17,425
102
$885K 0.15%
8,408
+6
103
$872K 0.15%
6,712
+129
104
$867K 0.14%
3,817
-62
105
$864K 0.14%
8,065
+2,251
106
$845K 0.14%
15,765
+543
107
$835K 0.14%
7,464
+1,440
108
$834K 0.14%
3,750
-15
109
$829K 0.14%
11,265
-1,305
110
$820K 0.14%
14,040
111
$814K 0.14%
22,128
-1,222
112
$814K 0.14%
8,559
+8
113
$813K 0.14%
12,448
-380
114
$800K 0.13%
12,352
+790
115
$795K 0.13%
20,594
+54
116
$790K 0.13%
71,180
-1,300
117
$787K 0.13%
14,673
-1,628
118
$786K 0.13%
9,370
+3,145
119
$781K 0.13%
5,134
+352
120
$776K 0.13%
19,546
+200
121
$775K 0.13%
4,151
-708
122
$768K 0.13%
10,126
-576
123
$756K 0.13%
4,962
-89
124
$752K 0.13%
7,502
+721
125
$743K 0.12%
8,511
+1,009
3 4
5
6 7