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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
1901
$0 ﹤0.01%
5
-2,481
1902
– –
-35
1903
$0 ﹤0.01%
2
1904
$0 ﹤0.01%
3
1905
$0 ﹤0.01%
3
-50
1906
– –
-2,885
1907
$0 ﹤0.01%
28
1908
– –
-235
1909
$0 ﹤0.01%
20
1910
$0 ﹤0.01%
51
1911
– –
-300
1912
– –
-100
1913
– –
-1,500
1914
$0 ﹤0.01%
8
1915
$0 ﹤0.01%
4
-94
1916
$0 ﹤0.01%
+18
1917
$0 ﹤0.01%
20
1918
– –
-100
1919
– –
-471
1920
– –
-500
1921
– –
-220
1922
– –
-80
1923
– –
-500
1924
– –
-2,016
1925
$0 ﹤0.01%
5
75 76
77
78 79