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
651
$118K 0.01%
4,800
652
$118K 0.01%
3,001
+785
653
$117K 0.01%
2,258
-2,896
654
$116K 0.01%
2,330
655
$116K 0.01%
4,100
656
$116K 0.01%
1,836
-106
657
$115K 0.01%
2,836
+2,380
658
$115K 0.01%
1,082
-67
659
$114K 0.01%
11,683
+316
660
$114K 0.01%
2,574
-219
661
$114K 0.01%
962
-37
662
$114K 0.01%
9,735
+1,010
663
$114K 0.01%
1,125
-33
664
$114K 0.01%
2,223
-131
665
$113K 0.01%
2,220
+665
666
$113K 0.01%
536
-29
667
$113K 0.01%
2,290
+211
668
$113K 0.01%
3,301
669
$113K 0.01%
619
+241
670
$113K 0.01%
2,871
+4
671
$112K 0.01%
3,047
+155
672
$112K 0.01%
508
-20
673
$112K 0.01%
2,016
+134
674
$111K 0.01%
27,644
675
$111K 0.01%
4,337
-392
25 26
27
28 29