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
1776
$6K ﹤0.01%
218
-35
1777
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44
-15
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428
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1,200
1780
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1782
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1783
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1784
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629
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711
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1787
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+12
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34
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1789
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62
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1790
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166
-2,563
1791
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+80
1792
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1,093
-507
1793
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700
1794
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263
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1795
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93
-64
1796
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82
-11
1797
$5K ﹤0.01%
167
1798
$5K ﹤0.01%
55
-4
1799
$5K ﹤0.01%
+825
1800
$5K ﹤0.01%
97
-81
70 71
72
73 74