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
476
$196K 0.02%
1,856
-83
477
$196K 0.02%
15,920
-39
478
$195K 0.02%
3,108
+601
479
$194K 0.02%
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480
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482
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5,155
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483
$193K 0.02%
3,239
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484
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485
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486
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7,006
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487
$191K 0.02%
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488
$190K 0.02%
1,776
489
$190K 0.02%
3,239
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490
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$187K 0.02%
775
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$187K 0.02%
2,893
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499
$187K 0.02%
6,265
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500
$186K 0.02%
12,555
-1,475
18 19
20
21 22