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
76
$2.1M 0.2%
70,204
+320
77
$2.09M 0.2%
15,524
-364
78
$2.05M 0.19%
39,148
-6,608
79
$1.97M 0.19%
12,610
+503
80
$1.94M 0.18%
24,552
+1,883
81
$1.92M 0.18%
14,954
+110
82
$1.92M 0.18%
36,784
-209
83
$1.91M 0.18%
7,966
-361
84
$1.89M 0.18%
17,273
-1,515
85
$1.85M 0.17%
18,581
-402
86
$1.84M 0.17%
40,232
+1,640
87
$1.83M 0.17%
13,239
-171
88
$1.83M 0.17%
3,374
-262
89
$1.78M 0.17%
28,547
-12,296
90
$1.75M 0.17%
59,166
-4,584
91
$1.72M 0.16%
2,724
-110
92
$1.66M 0.16%
31,476
+182
93
$1.65M 0.16%
190,000
94
$1.63M 0.15%
31,602
-1,700
95
$1.58M 0.15%
23,790
+2,767
96
$1.57M 0.15%
8,348
-2
97
$1.56M 0.15%
23,163
+460
98
$1.56M 0.15%
282,128
+18,417
99
$1.5M 0.14%
27,845
-611
100
$1.45M 0.14%
22,463
-4,733
2 3
4
5 6