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
1926
$0 ﹤0.01%
8
1927
$0 ﹤0.01%
4
-94
1928
$0 ﹤0.01%
+18
1929
$0 ﹤0.01%
20
1930
– –
-100
1931
– –
-471
1932
– –
-500
1933
– –
-220
1934
– –
-80
1935
– –
-500
1936
– –
-2,016
1937
$0 ﹤0.01%
5
1938
– –
-5,025
1939
$0 ﹤0.01%
5
1940
– –
-1,100
1941
– –
-200
1942
– –
-18
1943
– –
-65
1944
– –
-30
1945
$0 ﹤0.01%
2
1946
– –
-309
1947
$0 ﹤0.01%
10
-8
1948
$0 ﹤0.01%
8
1949
– –
0
1950
– –
-484
75 76 77
78
79