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
1926
$4K ﹤0.01%
93
1927
$4K ﹤0.01%
78
1928
– –
0
1929
$4K ﹤0.01%
82
-880
1930
$4K ﹤0.01%
169
-177
1931
$4K ﹤0.01%
300
1932
$4K ﹤0.01%
55
-5
1933
$4K ﹤0.01%
+50
1934
$4K ﹤0.01%
50
1935
$4K ﹤0.01%
78
1936
$4K ﹤0.01%
58
-807
1937
$4K ﹤0.01%
198
1938
$4K ﹤0.01%
200
1939
$4K ﹤0.01%
325
-1,655
1940
$4K ﹤0.01%
331
-249
1941
$4K ﹤0.01%
19
+3
1942
$4K ﹤0.01%
82
-3
1943
$4K ﹤0.01%
200
-91
1944
$4K ﹤0.01%
1,120
+340
1945
$4K ﹤0.01%
+239
1946
$4K ﹤0.01%
510
1947
$4K ﹤0.01%
64
1948
– –
0
1949
$4K ﹤0.01%
130
+17
1950
– –
0
76 77
78
79 80