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
1401
$15K ﹤0.01%
+332
1402
$15K ﹤0.01%
636
-266
1403
$15K ﹤0.01%
1,143
-488
1404
$15K ﹤0.01%
390
-86
1405
$15K ﹤0.01%
221
1406
$15K ﹤0.01%
508
+264
1407
$15K ﹤0.01%
+1,000
1408
$15K ﹤0.01%
210
-179
1409
$15K ﹤0.01%
340
1410
$15K ﹤0.01%
167
+34
1411
$15K ﹤0.01%
590
-218
1412
$15K ﹤0.01%
48
-20
1413
$15K ﹤0.01%
702
-470
1414
$15K ﹤0.01%
1,021
1415
$15K ﹤0.01%
373
+18
1416
$15K ﹤0.01%
389
+298
1417
$15K ﹤0.01%
270
-11
1418
$15K ﹤0.01%
6,549
-4,474
1419
$15K ﹤0.01%
1,805
-203
1420
$15K ﹤0.01%
284
-6
1421
$15K ﹤0.01%
390
+104
1422
$15K ﹤0.01%
260
1423
$14K ﹤0.01%
748
+234
1424
$14K ﹤0.01%
490
1425
$14K ﹤0.01%
241
55 56
57
58 59