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
1076
$40K ﹤0.01%
1,135
1077
$39K ﹤0.01%
852
+14
1078
$39K ﹤0.01%
318
+98
1079
$39K ﹤0.01%
3,100
-22
1080
$39K ﹤0.01%
682
-280
1081
$39K ﹤0.01%
454
+13
1082
$39K ﹤0.01%
528
1083
$39K ﹤0.01%
+1,103
1084
$39K ﹤0.01%
1,991
-5
1085
$39K ﹤0.01%
338
-41
1086
$38K ﹤0.01%
1,221
-159
1087
$38K ﹤0.01%
2,424
+133
1088
$38K ﹤0.01%
597
-893
1089
$38K ﹤0.01%
497
-40
1090
$38K ﹤0.01%
973
+60
1091
$38K ﹤0.01%
1,130
+578
1092
$38K ﹤0.01%
341
-148
1093
$38K ﹤0.01%
700
-500
1094
$38K ﹤0.01%
657
+18
1095
$38K ﹤0.01%
1,960
-311
1096
$38K ﹤0.01%
2,000
+279
1097
$38K ﹤0.01%
1,694
-374
1098
$37K ﹤0.01%
341
1099
$37K ﹤0.01%
1,511
+4
1100
$37K ﹤0.01%
1,541
-389
42 43
44
45 46