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
1951
$4K ﹤0.01%
877
1952
$4K ﹤0.01%
30
1953
$4K ﹤0.01%
59
-16
1954
$4K ﹤0.01%
48
1955
$4K ﹤0.01%
101
1956
$4K ﹤0.01%
72
-119
1957
$4K ﹤0.01%
55
+9
1958
– –
0
1959
$4K ﹤0.01%
110
1960
$4K ﹤0.01%
43
+1
1961
$4K ﹤0.01%
445
1962
$4K ﹤0.01%
72
+10
1963
$4K ﹤0.01%
101
1964
$4K ﹤0.01%
61
+57
1965
$4K ﹤0.01%
333
1966
$4K ﹤0.01%
32
1967
$4K ﹤0.01%
306
1968
$4K ﹤0.01%
28
-32
1969
$4K ﹤0.01%
236
-680
1970
$4K ﹤0.01%
160
+16
1971
$4K ﹤0.01%
70
+8
1972
$4K ﹤0.01%
34
-65
1973
$4K ﹤0.01%
40
-3
1974
$4K ﹤0.01%
234
1975
$4K ﹤0.01%
113
+105
77 78
79
80 81