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 7.25%
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
26
$7.2M 0.68%
52,906
-5
27
$7.14M 0.67%
119,379
-34,419
28
$7.06M 0.66%
45,134
+3,958
29
$6.63M 0.62%
52,669
-3,394
30
$6.58M 0.62%
195,374
+1,883
31
$6.18M 0.58%
55,381
+17,228
32
$6.13M 0.58%
17,947
+2,006
33
$6.06M 0.57%
50,522
+6,595
34
$5.95M 0.56%
58,906
-5,009
35
$5.72M 0.54%
44,664
-1,026
36
$5.49M 0.52%
75,840
+1,720
37
$5.48M 0.52%
73,457
-2,315
38
$5.18M 0.49%
47,078
-846
39
$5.09M 0.48%
29,074
-1,184
40
$5.07M 0.48%
143,758
+29,612
41
$5M 0.47%
45,800
+2,204
42
$4.79M 0.45%
92,340
+1,100
43
$4.44M 0.42%
164,817
+7,638
44
$4.07M 0.38%
27,725
+146
45
$3.92M 0.37%
142,674
+18,196
46
$3.9M 0.37%
32,616
-508
47
$3.82M 0.36%
74,020
-620
48
$3.79M 0.36%
47,868
-1,681
49
$3.71M 0.35%
20,226
-1,095
50
$3.69M 0.35%
25,159
+6,328
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