We are live on ! Find out more
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
1576
– –
0
1577
$1K ﹤0.01%
+174
1578
– –
0
1579
$1K ﹤0.01%
11
1580
$1K ﹤0.01%
28
1581
$1K ﹤0.01%
4
1582
$1K ﹤0.01%
151
1583
$1K ﹤0.01%
27
-165
1584
$1K ﹤0.01%
5
1585
$1K ﹤0.01%
27
1586
$1K ﹤0.01%
16
1587
$1K ﹤0.01%
23
1588
– –
0
1589
$1K ﹤0.01%
22
1590
$1K ﹤0.01%
21
-65
1591
$1K ﹤0.01%
5
1592
$1K ﹤0.01%
140
1593
$1K ﹤0.01%
96
-209
1594
$1K ﹤0.01%
18
1595
$1K ﹤0.01%
29
1596
$1K ﹤0.01%
73
1597
$1K ﹤0.01%
33
1598
$1K ﹤0.01%
14
1599
$1K ﹤0.01%
12
1600
$1K ﹤0.01%
31
62 63
64
65 66