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
1801
$5K ﹤0.01%
+2
1802
$5K ﹤0.01%
108
+18
1803
$5K ﹤0.01%
120
1804
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1805
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1806
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1807
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335
-241
1808
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1809
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-6
1810
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-24
1811
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1812
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1813
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1814
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+58
1815
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-55
1816
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1817
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629
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1818
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+63
1819
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107
-7
1820
$5K ﹤0.01%
224
-24
1821
$5K ﹤0.01%
105
+84
1822
$5K ﹤0.01%
97
-973
1823
$5K ﹤0.01%
381
1824
$5K ﹤0.01%
100
1825
$5K ﹤0.01%
300
-300
71 72
73
74 75