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
1826
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-65
1827
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-30
1828
$0 ﹤0.01%
32
1829
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1830
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1831
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26
1832
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-85
1833
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-3,255
1834
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-500
1835
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-2,016
1836
$0 ﹤0.01%
5
1837
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-5,025
1838
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5
1839
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-1,100
1840
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1841
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1842
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1843
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1844
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10
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1845
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1846
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1847
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1848
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$0 ﹤0.01%
+10
72 73
74
75 76