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
1501
$12K ﹤0.01%
+300
1502
$12K ﹤0.01%
1,000
1503
$12K ﹤0.01%
500
1504
$12K ﹤0.01%
3
1505
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512
+400
1506
$12K ﹤0.01%
399
-96
1507
$12K ﹤0.01%
351
+141
1508
$12K ﹤0.01%
+1,000
1509
$12K ﹤0.01%
+1,000
1510
$12K ﹤0.01%
5
1511
– –
0
1512
$11K ﹤0.01%
312
-448
1513
$11K ﹤0.01%
130
+15
1514
$11K ﹤0.01%
351
+300
1515
$11K ﹤0.01%
835
-344
1516
$11K ﹤0.01%
11
1517
$11K ﹤0.01%
293
1518
$11K ﹤0.01%
731
-712
1519
$11K ﹤0.01%
28,300
1520
$11K ﹤0.01%
79
1521
$11K ﹤0.01%
115
1522
$11K ﹤0.01%
365
-16
1523
$11K ﹤0.01%
674
-290
1524
$11K ﹤0.01%
651
1525
$11K ﹤0.01%
+800
59 60
61
62 63