WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
This Quarter Return
-0.87%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$1.06B
(+3.3%)
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
35.56%
Holding
2,778
New
120
Increased
733
Reduced
1,041
Closed
133
Top Buys
| 1 |
Bridgewater Bancshares
BWB
|
$25.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.65M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$4.37M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.98M |
| 5 |
SASR
Sandy Spring Bancorp Inc
SASR
|
$3.11M |
Top Sells
| 1 |
ANCX
Access National Corporation
ANCX
|
$3.35M |
| 2 |
WFBI
WashingtonFirst Bankshares Inc
WFBI
|
$2.77M |
| 3 |
Eagle Bancorp
EGBN
|
$2.06M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.31M |
| 5 |
Altria Group
MO
|
$766K |
Sector Composition
| 1 | Financials | 9.82% |
| 2 | Technology | 7.25% |
| 3 | Healthcare | 5.44% |
| 4 | Industrials | 4.58% |
| 5 | Communication Services | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2776
Dr. Reddy's Laboratories
RDY
$11.8B
| $0 | ﹤0.01% | +7 | New | – |
|
2777
REX American Resources
REX
$1.03B
| $0 | ﹤0.01% | +3 | New | – |
|
2778
ProShares Russell 2000 Dividend Growers ETF
SMDV
$671M
| – | – | -1,025 | Closed | -$57K |
|