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
1901
– –
-130
1902
– –
-2
1903
– –
0
1904
– –
-10
1905
$0 ﹤0.01%
5
1906
$0 ﹤0.01%
21
1907
$0 ﹤0.01%
4
1908
$0 ﹤0.01%
3
1909
$0 ﹤0.01%
22
1910
$0 ﹤0.01%
2
1911
$0 ﹤0.01%
6
1912
$0 ﹤0.01%
3
1913
$0 ﹤0.01%
5
-2,481
1914
– –
-35
1915
$0 ﹤0.01%
2
1916
$0 ﹤0.01%
3
1917
$0 ﹤0.01%
3
-50
1918
– –
-2,885
1919
$0 ﹤0.01%
28
1920
– –
-235
1921
$0 ﹤0.01%
20
1922
$0 ﹤0.01%
51
1923
– –
-300
1924
– –
-100
1925
– –
-1,500
75 76
77
78 79