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
1201
$27K ﹤0.01%
2,088
-206
1202
$27K ﹤0.01%
488
1203
– –
0
1204
$27K ﹤0.01%
898
-130
1205
$27K ﹤0.01%
1,451
-290
1206
$27K ﹤0.01%
557
-442
1207
$26K ﹤0.01%
371
-25
1208
$26K ﹤0.01%
787
-81
1209
$26K ﹤0.01%
673
+589
1210
$26K ﹤0.01%
1,047
-29
1211
$26K ﹤0.01%
690
-172
1212
$26K ﹤0.01%
606
-20
1213
$26K ﹤0.01%
314
-29
1214
$26K ﹤0.01%
610
1215
$26K ﹤0.01%
3,694
1216
$26K ﹤0.01%
332
+70
1217
$26K ﹤0.01%
1,547
+435
1218
– –
0
1219
$25K ﹤0.01%
2,502
+148
1220
$25K ﹤0.01%
527
1221
$25K ﹤0.01%
5,590
1222
$25K ﹤0.01%
2,338
+1,338
1223
$25K ﹤0.01%
425
-326
1224
$25K ﹤0.01%
393
-29
1225
$25K ﹤0.01%
1,261
+347
47 48
49
50 51