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
126
$1.05M 0.1%
16,635
-709
127
$1.05M 0.1%
14,511
+348
128
$1.04M 0.1%
13,750
-464
129
$1.04M 0.1%
44,060
-90
130
$1.03M 0.1%
6,843
-892
131
$1.02M 0.1%
7,338
-248
132
$1M 0.09%
7,315
-287
133
$990K 0.09%
11,557
+273
134
$984K 0.09%
24,140
-2,480
135
$971K 0.09%
8,863
-1,944
136
$970K 0.09%
12,865
+559
137
$965K 0.09%
9,039
-532
138
$959K 0.09%
32,460
+4,020
139
$915K 0.09%
14,595
-569
140
$912K 0.09%
4,219
+50
141
$912K 0.09%
8,839
+95
142
$908K 0.09%
8,678
+797
143
$900K 0.08%
3,190
+382
144
$889K 0.08%
30,685
+8,959
145
$883K 0.08%
25,247
-1,056
146
$882K 0.08%
64,640
-932
147
$859K 0.08%
13,809
-2,630
148
$851K 0.08%
4,287
-606
149
$847K 0.08%
8,144
+946
150
$845K 0.08%
4,851
-45
4 5
6
7 8