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
1026
$45K ﹤0.01%
735
-244
1027
$45K ﹤0.01%
1,508
-81
1028
$45K ﹤0.01%
547
1029
$45K ﹤0.01%
607
+105
1030
$45K ﹤0.01%
423
1031
$45K ﹤0.01%
758
-34
1032
$44K ﹤0.01%
416
-769
1033
$44K ﹤0.01%
830
-83
1034
$44K ﹤0.01%
2,070
+22
1035
$43K ﹤0.01%
792
-61
1036
$43K ﹤0.01%
2,108
+204
1037
$43K ﹤0.01%
1,150
-29
1038
$43K ﹤0.01%
2,114
+1,028
1039
$43K ﹤0.01%
1,065
-116
1040
$43K ﹤0.01%
3,256
+583
1041
$43K ﹤0.01%
+2,718
1042
$43K ﹤0.01%
1,949
-138
1043
$43K ﹤0.01%
2,089
-12
1044
$43K ﹤0.01%
445
-22
1045
$43K ﹤0.01%
684
1046
$42K ﹤0.01%
1,152
-50
1047
$42K ﹤0.01%
2,372
-198
1048
$42K ﹤0.01%
2,282
-13,339
1049
$42K ﹤0.01%
1,408
+256
1050
$42K ﹤0.01%
191
-223
40 41
42
43 44