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
1101
$37K ﹤0.01%
323
1102
$37K ﹤0.01%
1,721
-14
1103
$37K ﹤0.01%
713
+53
1104
$36K ﹤0.01%
4,500
-500
1105
$36K ﹤0.01%
63
-3
1106
$36K ﹤0.01%
1,323
+604
1107
$36K ﹤0.01%
304
-2
1108
$36K ﹤0.01%
1,220
+210
1109
$36K ﹤0.01%
813
+159
1110
$36K ﹤0.01%
971
-160
1111
$36K ﹤0.01%
1,751
+16
1112
$35K ﹤0.01%
1,909
+116
1113
$35K ﹤0.01%
1,378
+67
1114
$35K ﹤0.01%
1,073
1115
$35K ﹤0.01%
1,750
+500
1116
$35K ﹤0.01%
1,352
+44
1117
$35K ﹤0.01%
2,407
+97
1118
$35K ﹤0.01%
1,736
+206
1119
$35K ﹤0.01%
3,670
+170
1120
$35K ﹤0.01%
2,270
+103
1121
$35K ﹤0.01%
1,022
-77
1122
$34K ﹤0.01%
+5,000
1123
$34K ﹤0.01%
600
1124
$34K ﹤0.01%
317
-20
1125
$34K ﹤0.01%
293
-11
43 44
45
46 47