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
176
$456K 0.08%
5,252
-701
177
$454K 0.08%
18,359
178
$453K 0.08%
19,307
179
$450K 0.08%
9,167
-287
180
$449K 0.07%
2,847
+129
181
$446K 0.07%
5,797
+367
182
$441K 0.07%
8,615
-300
183
$440K 0.07%
5,820
-135
184
$437K 0.07%
4,646
+1
185
$437K 0.07%
3,329
-479
186
$430K 0.07%
1,254
-32
187
$429K 0.07%
4,028
-79
188
$429K 0.07%
23,715
-705
189
$429K 0.07%
5,266
+159
190
$422K 0.07%
443
-529
191
$419K 0.07%
1,689
+14
192
$419K 0.07%
4,020
-56
193
$418K 0.07%
4,125
-488
194
$417K 0.07%
5,381
+705
195
$416K 0.07%
3,730
-88
196
$415K 0.07%
4,871
-9
197
$414K 0.07%
5,625
-337
198
$413K 0.07%
3,969
+203
199
$406K 0.07%
8,440
+985
200
$404K 0.07%
6,332
+584
6 7
8
9 10