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
1476
$13K ﹤0.01%
51
1477
$13K ﹤0.01%
200
1478
$13K ﹤0.01%
64
+5
1479
$13K ﹤0.01%
+200
1480
$13K ﹤0.01%
273
-6
1481
$13K ﹤0.01%
504
+147
1482
$12K ﹤0.01%
599
+184
1483
$12K ﹤0.01%
140
-30
1484
$12K ﹤0.01%
522
-11
1485
$12K ﹤0.01%
252
-203
1486
$12K ﹤0.01%
299
-42
1487
$12K ﹤0.01%
+300
1488
$12K ﹤0.01%
+261
1489
$12K ﹤0.01%
753
-270
1490
$12K ﹤0.01%
745
-434
1491
– –
0
1492
$12K ﹤0.01%
186
-264
1493
$12K ﹤0.01%
339
1494
$12K ﹤0.01%
208
+14
1495
$12K ﹤0.01%
155
-153
1496
$12K ﹤0.01%
182
+36
1497
$12K ﹤0.01%
1,370
1498
$12K ﹤0.01%
235
-18
1499
$12K ﹤0.01%
270
1500
$12K ﹤0.01%
35
+7
58 59
60
61 62