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
1001
$49K ﹤0.01%
491
-51
1002
$48K ﹤0.01%
3,349
+54
1003
$48K ﹤0.01%
864
1004
$48K ﹤0.01%
1,682
-148
1005
$48K ﹤0.01%
2,009
+13
1006
$48K ﹤0.01%
1,626
+40
1007
$48K ﹤0.01%
836
-57
1008
$48K ﹤0.01%
885
+3
1009
$47K ﹤0.01%
1,188
+46
1010
$47K ﹤0.01%
1,272
-119
1011
$47K ﹤0.01%
349
1012
$47K ﹤0.01%
716
+2
1013
– –
0
1014
$47K ﹤0.01%
1,360
+1,356
1015
$47K ﹤0.01%
2,387
+1,827
1016
$47K ﹤0.01%
537
-82
1017
$47K ﹤0.01%
1,357
+110
1018
$46K ﹤0.01%
3,048
-912
1019
$46K ﹤0.01%
804
-263
1020
$46K ﹤0.01%
538
1021
$46K ﹤0.01%
716
-94
1022
$46K ﹤0.01%
395
-16
1023
$46K ﹤0.01%
1,402
-10
1024
$45K ﹤0.01%
490
+55
1025
$45K ﹤0.01%
1,746
-671
39 40
41
42 43