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
151
$548K 0.09%
7,059
-340
152
$548K 0.09%
4,200
+1,570
153
$540K 0.09%
3,637
+379
154
$539K 0.09%
9,996
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155
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6,784
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156
$528K 0.09%
35,388
-1,098
157
$516K 0.09%
6,389
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158
$514K 0.09%
12,134
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159
$510K 0.09%
6,973
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160
$510K 0.09%
14,741
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161
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162
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6,118
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163
$495K 0.08%
13,561
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164
$494K 0.08%
6,225
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165
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166
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167
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170
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171
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7,134
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172
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9,276
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173
$463K 0.08%
6,484
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174
$462K 0.08%
18,389
175
$458K 0.08%
5,645
-405
5 6
7
8 9