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
426
$230K 0.02%
6,632
-518
427
$230K 0.02%
6,536
-826
428
$230K 0.02%
11,909
-1,087
429
$228K 0.02%
4,554
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430
$226K 0.02%
4,010
-55
431
– –
0
432
$225K 0.02%
6,705
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433
– –
0
434
$223K 0.02%
9,170
-1,065
435
$223K 0.02%
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436
$220K 0.02%
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437
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1,766
-195
438
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3,255
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439
$216K 0.02%
8,582
-2,130
440
$215K 0.02%
11,580
-1,911
441
$214K 0.02%
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$213K 0.02%
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443
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444
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445
$213K 0.02%
3,902
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446
$212K 0.02%
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-117
447
$212K 0.02%
1,963
-138
448
$211K 0.02%
3,347
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449
$211K 0.02%
3,466
450
$210K 0.02%
2,658
-315
16 17
18
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