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
1251
$23K ﹤0.01%
811
+16
1252
$23K ﹤0.01%
153
+3
1253
$23K ﹤0.01%
114
+4
1254
$23K ﹤0.01%
6,322
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1255
$23K ﹤0.01%
657
+41
1256
$23K ﹤0.01%
782
-25
1257
$23K ﹤0.01%
1,605
-2,987
1258
$23K ﹤0.01%
534
-185
1259
– –
0
1260
$23K ﹤0.01%
579
-78
1261
$23K ﹤0.01%
597
+405
1262
$23K ﹤0.01%
210
1263
$22K ﹤0.01%
220
-66
1264
$22K ﹤0.01%
1,200
1265
$22K ﹤0.01%
1,769
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1266
$22K ﹤0.01%
732
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1267
$22K ﹤0.01%
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-100
1268
$22K ﹤0.01%
1,400
1269
$22K ﹤0.01%
610
1270
$22K ﹤0.01%
204
-1
1271
$22K ﹤0.01%
230
-106
1272
$22K ﹤0.01%
503
+35
1273
$22K ﹤0.01%
808
-4
1274
$21K ﹤0.01%
828
+100
1275
$21K ﹤0.01%
250
49 50
51
52 53