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
1326
$18K ﹤0.01%
1,068
-1,039
1327
$18K ﹤0.01%
410
+405
1328
$18K ﹤0.01%
284
-167
1329
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473
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1330
– –
0
1331
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68
1332
$18K ﹤0.01%
1,705
-7,589
1333
$18K ﹤0.01%
172
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1334
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200
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1335
$18K ﹤0.01%
185
-46
1336
$18K ﹤0.01%
3,223
+132
1337
$18K ﹤0.01%
228
-135
1338
$18K ﹤0.01%
1,504
+30
1339
$18K ﹤0.01%
444
+11
1340
$17K ﹤0.01%
370
1341
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1342
$17K ﹤0.01%
66
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1343
$17K ﹤0.01%
338
+18
1344
$17K ﹤0.01%
137
1345
$17K ﹤0.01%
654
+12
1346
$17K ﹤0.01%
1,092
1347
$17K ﹤0.01%
415
+16
1348
$17K ﹤0.01%
1,013
1349
$17K ﹤0.01%
509
+282
1350
$17K ﹤0.01%
238
-57
52 53
54
55 56