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
2051
$3K ﹤0.01%
45
+5
2052
$3K ﹤0.01%
343
2053
$3K ﹤0.01%
201
+172
2054
$3K ﹤0.01%
118
-249
2055
$3K ﹤0.01%
234
2056
– –
0
2057
$3K ﹤0.01%
154
2058
$3K ﹤0.01%
+100
2059
$3K ﹤0.01%
43
+22
2060
$3K ﹤0.01%
163
2061
$3K ﹤0.01%
124
-420
2062
$3K ﹤0.01%
60
2063
$3K ﹤0.01%
92
2064
$3K ﹤0.01%
514
2065
$3K ﹤0.01%
565
2066
$3K ﹤0.01%
72
+4
2067
– –
0
2068
$3K ﹤0.01%
118
+75
2069
$3K ﹤0.01%
47
2070
$3K ﹤0.01%
17
-2
2071
$3K ﹤0.01%
76
-8
2072
$3K ﹤0.01%
69
2073
$3K ﹤0.01%
109
-85
2074
$3K ﹤0.01%
92
-11
2075
$3K ﹤0.01%
111
81 82
83
84 85