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
1276
– –
0
1277
$21K ﹤0.01%
196
+4
1278
$21K ﹤0.01%
450
+7
1279
$21K ﹤0.01%
258
1280
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315
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1281
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163
+5
1282
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440
-86
1283
$21K ﹤0.01%
2,000
1284
$21K ﹤0.01%
3,555
+41
1285
$21K ﹤0.01%
263
+59
1286
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312
-151
1287
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682
-512
1288
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135
1289
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156
-13
1290
$21K ﹤0.01%
286
1291
$21K ﹤0.01%
362
-301
1292
$21K ﹤0.01%
1,249
-950
1293
$20K ﹤0.01%
731
-70
1294
$20K ﹤0.01%
504
+254
1295
$20K ﹤0.01%
226
-117
1296
$20K ﹤0.01%
500
1297
$20K ﹤0.01%
2,993
1298
$20K ﹤0.01%
634
1299
– –
0
1300
$20K ﹤0.01%
500
50 51
52
53 54