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
1826
– –
0
1827
$5K ﹤0.01%
412
-2,368
1828
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34
-2
1829
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109
-17
1830
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267
+212
1831
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-6
1832
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63
-5
1833
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304
+2
1834
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98
-48
1835
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127
-1,200
1836
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163
-9
1837
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79
-620
1838
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133
+10
1839
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200
+36
1840
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128
+32
1841
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70
1842
– –
0
1843
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42
1844
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218
+26
1845
$5K ﹤0.01%
198
+40
1846
$5K ﹤0.01%
536
-3,999
1847
$5K ﹤0.01%
340
-157
1848
$5K ﹤0.01%
302
-54
1849
$5K ﹤0.01%
109
1850
$5K ﹤0.01%
120
-121
72 73
74
75 76