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
1226
$25K ﹤0.01%
3,141
-301
1227
$25K ﹤0.01%
611
+32
1228
$25K ﹤0.01%
1,648
-490
1229
$25K ﹤0.01%
380
-52
1230
$25K ﹤0.01%
937
-305
1231
$25K ﹤0.01%
473
+22
1232
– –
0
1233
$25K ﹤0.01%
1,480
-37
1234
$25K ﹤0.01%
800
-222
1235
$24K ﹤0.01%
1,076
+135
1236
$24K ﹤0.01%
392
+20
1237
$24K ﹤0.01%
561
-74
1238
$24K ﹤0.01%
705
-24
1239
$24K ﹤0.01%
1,000
1240
$24K ﹤0.01%
1,365
+1,165
1241
$24K ﹤0.01%
338
-134
1242
$24K ﹤0.01%
1,227
+85
1243
$24K ﹤0.01%
428
-37
1244
$24K ﹤0.01%
700
1245
$24K ﹤0.01%
748
-80
1246
$24K ﹤0.01%
1,090
-282
1247
– –
0
1248
$23K ﹤0.01%
600
1249
$23K ﹤0.01%
696
1250
$23K ﹤0.01%
538
+94
48 49
50
51 52