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
1126
$34K ﹤0.01%
1,000
+194
1127
$34K ﹤0.01%
1,303
-589
1128
$34K ﹤0.01%
920
+200
1129
$33K ﹤0.01%
1,000
-1,003
1130
$33K ﹤0.01%
980
+60
1131
$33K ﹤0.01%
9,003
-421
1132
$33K ﹤0.01%
783
-18
1133
– –
0
1134
$33K ﹤0.01%
1,804
-54
1135
$33K ﹤0.01%
1,849
-938
1136
$33K ﹤0.01%
802
+1
1137
$33K ﹤0.01%
6,103
+143
1138
$33K ﹤0.01%
1,066
-626
1139
$33K ﹤0.01%
146
+63
1140
$32K ﹤0.01%
701
-17
1141
$32K ﹤0.01%
1,957
+117
1142
$32K ﹤0.01%
287
+3
1143
$32K ﹤0.01%
668
-28
1144
$32K ﹤0.01%
1,100
1145
$32K ﹤0.01%
1,114
-78
1146
$32K ﹤0.01%
1,403
-4
1147
$32K ﹤0.01%
680
-61
1148
$31K ﹤0.01%
733
-1,068
1149
$31K ﹤0.01%
864
-666
1150
$31K ﹤0.01%
1,403
-31
44 45
46
47 48