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
2001
$3K ﹤0.01%
23
+6
2002
$3K ﹤0.01%
178
2003
$3K ﹤0.01%
158
-77
2004
$3K ﹤0.01%
117
+48
2005
$3K ﹤0.01%
29
2006
$3K ﹤0.01%
47
+3
2007
$3K ﹤0.01%
220
2008
$3K ﹤0.01%
76
+63
2009
$3K ﹤0.01%
56
2010
$3K ﹤0.01%
120
2011
$3K ﹤0.01%
71
-48
2012
$3K ﹤0.01%
99
2013
$3K ﹤0.01%
100
2014
$3K ﹤0.01%
54
+4
2015
$3K ﹤0.01%
129
-60
2016
$3K ﹤0.01%
43
+22
2017
$3K ﹤0.01%
37
-97
2018
– –
0
2019
$3K ﹤0.01%
126
+36
2020
$3K ﹤0.01%
23
2021
$3K ﹤0.01%
86
-155
2022
$3K ﹤0.01%
32
-7
2023
$3K ﹤0.01%
240
-320
2024
– –
0
2025
$3K ﹤0.01%
147
79 80
81
82 83