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
126
$731K 0.12%
8,261
-263
127
$721K 0.12%
6,696
-198
128
$690K 0.11%
15,817
+2,006
129
$688K 0.11%
15,119
+289
130
$681K 0.11%
16,112
-7,764
131
$680K 0.11%
67,905
+60
132
$673K 0.11%
8,478
+591
133
$666K 0.11%
5,865
-856
134
$653K 0.11%
16,603
+391
135
$636K 0.11%
3,456
+1,247
136
$627K 0.1%
13,898
-2
137
$622K 0.1%
40,030
+17,760
138
$615K 0.1%
38,812
139
$586K 0.1%
5,450
-100
140
$583K 0.1%
88,856
-520
141
$578K 0.1%
6,931
+2,108
142
$568K 0.09%
5,031
+595
143
$568K 0.09%
10,287
+285
144
$566K 0.09%
15,443
+33
145
$562K 0.09%
11,780
-770
146
$561K 0.09%
2,320
+163
147
$560K 0.09%
20,629
-421
148
$551K 0.09%
5,702
-137
149
$551K 0.09%
9,753
150
$549K 0.09%
5,933
-2
4 5
6
7 8