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
401
$254K 0.02%
8,079
-1,259
402
$251K 0.02%
22,633
-1,841
403
$251K 0.02%
3,838
+115
404
$250K 0.02%
+5,838
405
$250K 0.02%
7,045
406
$247K 0.02%
7,792
+1,797
407
$247K 0.02%
5,375
+40
408
$247K 0.02%
1,447
-95
409
$247K 0.02%
1,674
-642
410
$246K 0.02%
2,511
+705
411
$246K 0.02%
4,965
-302
412
$245K 0.02%
4,500
-534
413
$245K 0.02%
2,349
+39
414
$243K 0.02%
4,946
+2,180
415
$241K 0.02%
4,799
-276
416
$240K 0.02%
4,695
-615
417
$239K 0.02%
13,275
-280
418
$239K 0.02%
1,761
+22
419
$238K 0.02%
570
+22
420
$238K 0.02%
2,926
+57
421
$236K 0.02%
4,506
-1,201
422
$235K 0.02%
9,446
+6,525
423
$234K 0.02%
6,414
+45
424
$232K 0.02%
3,120
-1,960
425
$232K 0.02%
8,476
+2,373
15 16
17
18 19