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
101
$1.44M 0.14%
11,801
-584
102
$1.43M 0.14%
13,013
+337
103
$1.41M 0.13%
24,232
+1,502
104
$1.38M 0.13%
55,878
-1,360
105
$1.34M 0.13%
27,760
-3,881
106
$1.33M 0.13%
25,000
107
$1.31M 0.12%
7,669
+588
108
$1.27M 0.12%
8,719
+580
109
$1.25M 0.12%
9,201
-355
110
$1.22M 0.12%
7,140
-697
111
$1.19M 0.11%
23,616
+690
112
$1.12M 0.11%
14,663
+947
113
$1.12M 0.11%
12,730
-2,639
114
$1.11M 0.1%
11,613
-394
115
$1.11M 0.1%
5,827
+782
116
$1.11M 0.1%
18,507
-1,191
117
$1.11M 0.1%
14,340
-92
118
$1.1M 0.1%
9,387
-2,309
119
$1.09M 0.1%
32,890
-284
120
$1.08M 0.1%
+1,079,200
121
$1.06M 0.1%
11,674
-783
122
$1.06M 0.1%
4,220
-319
123
$1.06M 0.1%
183,200
-5,400
124
$1.06M 0.1%
5,767
-307
125
$1.06M 0.1%
16,325
+2,193
3 4
5
6 7