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
526
$170K 0.02%
5,062
-205
527
$170K 0.02%
13,490
-4,445
528
$168K 0.02%
5,254
-704
529
$168K 0.02%
2,816
-369
530
$167K 0.02%
2,522
+1,741
531
$166K 0.02%
3,190
-444
532
$166K 0.02%
4,311
+886
533
$165K 0.02%
4,575
+1
534
$162K 0.02%
469
-349
535
$162K 0.02%
3,551
+29
536
$161K 0.02%
1,700
-190
537
$161K 0.02%
2,727
-508
538
$161K 0.02%
+117,875
539
$160K 0.02%
2,220
-307
540
$160K 0.02%
3,428
+1,714
541
$160K 0.02%
1,422
-230
542
$160K 0.02%
936
+327
543
$160K 0.02%
1,797
-408
544
$160K 0.02%
2,492
+232
545
$159K 0.02%
1,671
-197
546
$159K 0.02%
2,036
-280
547
$158K 0.01%
9,009
-103
548
– –
0
549
$158K 0.01%
1,520
+15
550
$157K 0.01%
2,700
+104
20 21
22
23 24