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
1701
$7K ﹤0.01%
+250
1702
$7K ﹤0.01%
1,592
+466
1703
$7K ﹤0.01%
171
-101
1704
$7K ﹤0.01%
+300
1705
$7K ﹤0.01%
12
1706
$7K ﹤0.01%
288
-280
1707
$7K ﹤0.01%
396
+13
1708
$7K ﹤0.01%
707
1709
$7K ﹤0.01%
896
-415
1710
$7K ﹤0.01%
151
-29
1711
$7K ﹤0.01%
194
+15
1712
$7K ﹤0.01%
511
-248
1713
$7K ﹤0.01%
162
-731
1714
$7K ﹤0.01%
804
-197
1715
$7K ﹤0.01%
500
+272
1716
$7K ﹤0.01%
93
1717
$6K ﹤0.01%
300
1718
$6K ﹤0.01%
250
1719
$6K ﹤0.01%
35
1720
$6K ﹤0.01%
127
-105
1721
$6K ﹤0.01%
157
1722
$6K ﹤0.01%
500
-500
1723
$6K ﹤0.01%
638
-4,781
1724
$6K ﹤0.01%
90
1725
$6K ﹤0.01%
241
-95
67 68
69
70 71