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
1376
$16K ﹤0.01%
400
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1377
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+195
1378
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675
-529
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191
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1381
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617
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1382
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1383
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706
1384
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2,492
-2,022
1385
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576
-54
1386
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1387
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335
+45
1388
$15K ﹤0.01%
254
+3
1389
$15K ﹤0.01%
204
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1390
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622
1391
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494
1393
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900
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1394
– –
0
1395
$15K ﹤0.01%
1,368
1396
$15K ﹤0.01%
110
1397
$15K ﹤0.01%
10
-7
1398
$15K ﹤0.01%
307
1399
$15K ﹤0.01%
96
-5
1400
$15K ﹤0.01%
271
54 55
56
57 58