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
$1.06B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$5.65M
3
+$4.37M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.98M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$3.11M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$2.06M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.31M
5
MO icon
Altria Group
MO
+$766K

Sector Composition

1 Financials 9.82%
2 Technology 7.24%
3 Healthcare 5.44%
4 Industrials 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$210K 0.02%
2,658
-315
452
$209K 0.02%
3,289
-18
453
$209K 0.02%
5,473
-2,042
454
$209K 0.02%
3,981
+3
455
$209K 0.02%
5,020
-2,741
456
$208K 0.02%
5,833
-277
457
$208K 0.02%
1,440
+152
458
$208K 0.02%
10,161
-933
459
$208K 0.02%
4,180
-178
460
$207K 0.02%
3,676
-75
461
$207K 0.02%
3,145
+470
462
$207K 0.02%
5,623
+18
463
$206K 0.02%
1,452
-47
464
$203K 0.02%
3,136
-450
465
$203K 0.02%
11,517
+174
466
$202K 0.02%
14,521
-34
467
$202K 0.02%
3,029
+100
468
$202K 0.02%
12,250
469
$201K 0.02%
6,875
470
$201K 0.02%
1,080
-104
471
$198K 0.02%
1,799
+105
472
$198K 0.02%
1,309
-94
473
$198K 0.02%
9,023
-411
474
$198K 0.02%
3,411
+593
475
$196K 0.02%
15,920
-39
17 18
19
20 21