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
1426
$14K ﹤0.01%
455
+3
1427
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178
-8
1428
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286
-5
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1430
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8,774
1431
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561
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1432
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1,077
+9
1433
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1434
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110
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1439
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1440
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10,100
+1,900
1441
– –
0
1442
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1,043
-730
1443
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24
+7
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1445
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452
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1446
$14K ﹤0.01%
668
-437
1447
$13K ﹤0.01%
317
+91
1448
$13K ﹤0.01%
550
1449
$13K ﹤0.01%
410
1450
$13K ﹤0.01%
627
+5
56 57
58
59 60