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
51
$3.6M 0.34%
69,101
-7,254
52
$3.57M 0.34%
26,322
-14
53
$3.51M 0.33%
16,383
+334
54
$3.45M 0.32%
79,403
+4,221
55
$3.27M 0.31%
20,492
+279
56
$3.24M 0.31%
83,542
+80,225
57
$3.04M 0.29%
26,661
-1,802
58
$3.03M 0.29%
30,168
-674
59
$2.99M 0.28%
69,655
-7,642
60
$2.85M 0.27%
15,968
-293
61
$2.83M 0.27%
72,868
-1,040
62
$2.72M 0.26%
12,846
-695
63
$2.58M 0.24%
36,184
+1,320
64
$2.55M 0.24%
48,990
-6,982
65
$2.54M 0.24%
38,541
-268
66
$2.47M 0.23%
65,830
-8,910
67
$2.43M 0.23%
41,945
+8,357
68
$2.34M 0.22%
28,345
+367
69
$2.32M 0.22%
23,291
-1,377
70
$2.31M 0.22%
26,572
+8
71
$2.28M 0.22%
24,133
-675
72
$2.15M 0.2%
52,776
+8,052
73
$2.13M 0.2%
6,511
-310
74
$2.13M 0.2%
28,152
-3,182
75
$2.11M 0.2%
61,624
+1,119
1 2
3
4 5