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
1876
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-1,400
1877
$0 ﹤0.01%
22
1878
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-3,005
1879
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1880
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4
1881
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1882
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1883
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1884
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6
1885
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0
1886
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-80
1887
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1888
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1889
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-102
1890
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-800
1891
$0 ﹤0.01%
4
1892
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1893
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1894
$0 ﹤0.01%
9
-3,457
1895
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-250
1896
$0 ﹤0.01%
6
-16
1897
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0
1898
$0 ﹤0.01%
+17
1899
– –
-205
1900
– –
-6
74 75
76
77 78