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
151
$835K 0.08%
3,782
-1,362
152
$832K 0.08%
21,605
+2,023
153
$828K 0.08%
5,619
-136
154
$828K 0.08%
9,280
-4,563
155
$827K 0.08%
10,274
+1,006
156
$826K 0.08%
6,098
-1,563
157
$823K 0.08%
33,344
-536
158
$823K 0.08%
14,456
+6,690
159
$822K 0.08%
8,810
-587
160
$819K 0.08%
67,845
161
$819K 0.08%
49,665
+14,280
162
$805K 0.08%
21,214
+2,634
163
$795K 0.07%
15,606
+1,964
164
$789K 0.07%
9,871
-77
165
$783K 0.07%
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166
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13,560
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167
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5,910
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168
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3,577
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169
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35,352
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170
$756K 0.07%
23,307
171
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14,334
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172
$743K 0.07%
11,345
-79
173
$739K 0.07%
12,464
-645
174
$725K 0.07%
12,628
-5
175
$716K 0.07%
12,405
-178
5 6
7
8 9