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
1551
– –
0
1552
$2K ﹤0.01%
207
1553
$2K ﹤0.01%
324
-118
1554
$2K ﹤0.01%
101
1555
$2K ﹤0.01%
119
1556
$2K ﹤0.01%
18
1557
– –
0
1558
– –
0
1559
$2K ﹤0.01%
95
1560
$2K ﹤0.01%
114
1561
$2K ﹤0.01%
100
1562
$2K ﹤0.01%
+65
1563
$2K ﹤0.01%
57
-2,520
1564
$2K ﹤0.01%
159
1565
$2K ﹤0.01%
98
1566
$2K ﹤0.01%
30
1567
$2K ﹤0.01%
+100
1568
$2K ﹤0.01%
267
1569
$2K ﹤0.01%
27
1570
$2K ﹤0.01%
68
1571
$2K ﹤0.01%
71
1572
$2K ﹤0.01%
39
1573
$2K ﹤0.01%
544
+26
1574
$2K ﹤0.01%
25
1575
$2K ﹤0.01%
+96
61 62
63
64 65