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
1976
$4K ﹤0.01%
217
-175
1977
– –
0
1978
$4K ﹤0.01%
289
+4
1979
$4K ﹤0.01%
284
+176
1980
$4K ﹤0.01%
57
-1
1981
$4K ﹤0.01%
106
+13
1982
$3K ﹤0.01%
111
1983
– –
0
1984
$3K ﹤0.01%
121
+32
1985
$3K ﹤0.01%
45
+3
1986
– –
0
1987
$3K ﹤0.01%
47
1988
$3K ﹤0.01%
78
-14
1989
$3K ﹤0.01%
56
+19
1990
$3K ﹤0.01%
319
1991
$3K ﹤0.01%
+178
1992
$3K ﹤0.01%
+600
1993
$3K ﹤0.01%
51
1994
$3K ﹤0.01%
68
+9
1995
$3K ﹤0.01%
56
-136
1996
$3K ﹤0.01%
56
+4
1997
$3K ﹤0.01%
67
1998
$3K ﹤0.01%
+64
1999
$3K ﹤0.01%
102
-10
2000
$3K ﹤0.01%
75
+15
78 79
80
81 82