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
1601
$9K ﹤0.01%
200
1602
$9K ﹤0.01%
200
1603
$9K ﹤0.01%
320
+300
1604
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563
+172
1605
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830
-26
1606
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-5
1607
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1608
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+1,440
1609
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273
+41
1610
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80
+6
1611
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+163
1612
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69
1613
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457
-171
1614
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38
-95
1615
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1,000
1616
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1617
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158
+87
1618
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98
-10
1619
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1620
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186
1621
$9K ﹤0.01%
82
-768
1622
$9K ﹤0.01%
34
-41
1623
$9K ﹤0.01%
261
+64
1624
$9K ﹤0.01%
200
1625
$9K ﹤0.01%
1,459
63 64
65
66 67