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
1151
$31K ﹤0.01%
1,038
1152
– –
0
1153
$31K ﹤0.01%
464
1154
$31K ﹤0.01%
1,686
+221
1155
$31K ﹤0.01%
1,556
+1,488
1156
$31K ﹤0.01%
736
-25
1157
$31K ﹤0.01%
723
-74
1158
$30K ﹤0.01%
255
+22
1159
$30K ﹤0.01%
293
-18
1160
$30K ﹤0.01%
995
-315
1161
$30K ﹤0.01%
1,940
-333
1162
$30K ﹤0.01%
296
+14
1163
$30K ﹤0.01%
607
+2
1164
$30K ﹤0.01%
660
1165
$30K ﹤0.01%
246
1166
$30K ﹤0.01%
2,105
-209
1167
$30K ﹤0.01%
275
+25
1168
$30K ﹤0.01%
2,829
-2,644
1169
$30K ﹤0.01%
853
-3
1170
$30K ﹤0.01%
502
-122
1171
$29K ﹤0.01%
700
1172
$29K ﹤0.01%
800
+580
1173
$29K ﹤0.01%
2,069
+25
1174
$29K ﹤0.01%
500
1175
$29K ﹤0.01%
2,745
+625
45 46
47
48 49