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
201
$401K 0.07%
13,707
+27
202
$395K 0.07%
5,763
+503
203
$394K 0.07%
5,636
-346
204
$391K 0.07%
5,157
+45
205
$380K 0.06%
3,384
+890
206
$378K 0.06%
2,894
+638
207
$377K 0.06%
5,274
+9
208
$375K 0.06%
14,463
-63
209
$375K 0.06%
8,081
-105
210
$372K 0.06%
14,321
-1,066
211
$369K 0.06%
3,389
-100
212
$367K 0.06%
4,840
-93
213
$366K 0.06%
4,105
-284
214
$365K 0.06%
6,384
+663
215
$363K 0.06%
14,309
+11,049
216
$362K 0.06%
7,385
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217
$361K 0.06%
2,446
+313
218
$358K 0.06%
28,485
+3,139
219
$356K 0.06%
5,363
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220
$356K 0.06%
12,384
-3
221
$352K 0.06%
10,521
+11
222
$352K 0.06%
6,931
-183
223
$346K 0.06%
16,035
-1,320
224
$344K 0.06%
4,270
+216
225
$343K 0.06%
4,406
-222
7 8
9
10 11