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
1901
$4K ﹤0.01%
56
1902
$4K ﹤0.01%
56
1903
$4K ﹤0.01%
+120
1904
$4K ﹤0.01%
128
1905
$4K ﹤0.01%
55
1906
$4K ﹤0.01%
79
1907
$4K ﹤0.01%
+244
1908
$4K ﹤0.01%
198
-99
1909
$4K ﹤0.01%
2,105
1910
$4K ﹤0.01%
889
-1,018
1911
$4K ﹤0.01%
75
1912
$4K ﹤0.01%
53
1913
$4K ﹤0.01%
59
+3
1914
$4K ﹤0.01%
104
+89
1915
$4K ﹤0.01%
168
1916
$4K ﹤0.01%
248
+37
1917
$4K ﹤0.01%
112
+80
1918
$4K ﹤0.01%
76
+19
1919
$4K ﹤0.01%
31
-1
1920
$4K ﹤0.01%
+200
1921
$4K ﹤0.01%
987
-306
1922
$4K ﹤0.01%
161
+12
1923
$4K ﹤0.01%
170
+48
1924
$4K ﹤0.01%
99
+37
1925
$4K ﹤0.01%
394
-75
75 76
77
78 79