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
1176
$29K ﹤0.01%
266
1177
$29K ﹤0.01%
181
+19
1178
$29K ﹤0.01%
879
+522
1179
$29K ﹤0.01%
1,270
1180
$29K ﹤0.01%
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-193
1181
$29K ﹤0.01%
648
+26
1182
$29K ﹤0.01%
1,300
+1,000
1183
$29K ﹤0.01%
650
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1184
$28K ﹤0.01%
581
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1185
$28K ﹤0.01%
600
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1186
$28K ﹤0.01%
1,313
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1187
$28K ﹤0.01%
489
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1188
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1,100
-8
1189
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1190
$28K ﹤0.01%
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1192
$27K ﹤0.01%
3,304
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1193
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0
1194
$27K ﹤0.01%
1,309
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1195
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707
1196
$27K ﹤0.01%
1,030
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1197
$27K ﹤0.01%
1,032
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1198
$27K ﹤0.01%
250
-300
1199
$27K ﹤0.01%
928
-1,960
1200
$27K ﹤0.01%
490
-149
46 47
48
49 50