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
1626
$9K ﹤0.01%
114
1627
$9K ﹤0.01%
527
-147
1628
$9K ﹤0.01%
189
-103
1629
$9K ﹤0.01%
45
-7
1630
$9K ﹤0.01%
216
-13
1631
– –
0
1632
– –
0
1633
– –
0
1634
$9K ﹤0.01%
191
-12
1635
$8K ﹤0.01%
272
1636
$8K ﹤0.01%
+400
1637
$8K ﹤0.01%
176
-325
1638
$8K ﹤0.01%
155
1639
$8K ﹤0.01%
179
-178
1640
$8K ﹤0.01%
119
+23
1641
– –
0
1642
$8K ﹤0.01%
265
1643
$8K ﹤0.01%
65
-316
1644
$8K ﹤0.01%
92
-4
1645
$8K ﹤0.01%
232
1646
$8K ﹤0.01%
469
-220
1647
$8K ﹤0.01%
41
-28
1648
$8K ﹤0.01%
430
+193
1649
$8K ﹤0.01%
172
+2
1650
$8K ﹤0.01%
+130
64 65
66
67 68