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
1051
$42K ﹤0.01%
500
-69
1052
$42K ﹤0.01%
3,320
+1,000
1053
$42K ﹤0.01%
901
-143
1054
$42K ﹤0.01%
1,076
-6
1055
$42K ﹤0.01%
277
-21
1056
$42K ﹤0.01%
2,011
+764
1057
$42K ﹤0.01%
1,000
1058
$41K ﹤0.01%
343
1059
$41K ﹤0.01%
385
+13
1060
– –
0
1061
$41K ﹤0.01%
945
-162
1062
$41K ﹤0.01%
603
-16
1063
$41K ﹤0.01%
2,439
-185
1064
$41K ﹤0.01%
742
+14
1065
$41K ﹤0.01%
1,231
1066
$41K ﹤0.01%
412
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1067
$41K ﹤0.01%
1,077
+97
1068
$41K ﹤0.01%
697
-219
1069
$41K ﹤0.01%
304
+256
1070
$40K ﹤0.01%
519
+400
1071
$40K ﹤0.01%
1,675
1072
$40K ﹤0.01%
+1,308
1073
$40K ﹤0.01%
1,016
+461
1074
$40K ﹤0.01%
1,822
-343
1075
$40K ﹤0.01%
263
-702
41 42
43
44 45